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 | $37,310 | $49,177-24.1% | $79,466-53.0% | $64,173-41.9% |
| Participation rate | 45.5% | 65.0%-19.6pp | 73.3%-27.9pp | 69.6%-24.1pp |
| Annual return | -12.22% | -1.16%-11.1pp | 718.28%-730.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,716 | $2,821-39.2% | $3,704-53.7% | $3,470-50.5% |
| Admin fee / account holder | $5,027 | $3,839+30.9% | $5,104-1.5% | $4,887+2.9% |