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 | $26,328 | $82,674-68.2% | $125,381-79.0% | $68,486-61.6% |
| Participation rate | 40.6% | 75.1%-34.4pp | 82.4%-41.8pp | 67.9%-27.3pp |
| Annual return | -20.25% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,390 | $3,382-58.9% | $4,815-71.1% | $2,597-46.5% |
| Participant deferral / active EE | $4,463 | $6,111-27.0% | $7,448-40.1% | $4,028+10.8% |
| Admin fee / account holder | $1,462 | $6,277-76.7% | $10,007-85.4% | $5,404-73.0% |