Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,725 | $90,606-65.0% | $79,466-60.1% | $135,379-76.6% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -10.12% | 977.69%-987.8pp | 718.28%-728.4pp | 519.79%-529.9pp |
| Employer contribution / active EE | $496 | $3,068-83.8% | $2,800-82.3% | $4,779-89.6% |
| Participant deferral / active EE | $2,136 | $4,050-47.3% | $3,704-42.3% | $5,609-61.9% |
| Admin fee / account holder | $694 | $5,895-88.2% | $5,104-86.4% | $10,828-93.6% |