Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,463 | $107,353-71.6% | $92,903-67.2% | $152,885-80.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | -0.18% | 145.62%-145.8pp | 109.43%-109.6pp | 345.39%-345.6pp |
| Employer contribution / active EE | $1,835 | $4,222-56.5% | $3,653-49.8% | $4,763-61.5% |
| Participant deferral / active EE | $2,460 | $4,848-49.2% | $4,238-41.9% | $5,851-58.0% |
| Admin fee / account holder | $593 | $7,081-91.6% | $5,795-89.8% | $11,598-94.9% |