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 | $27,227 | $52,678-48.3% | $75,784-64.1% | $59,633-54.3% |
| Participation rate | 56.2% | 67.2%-11.1pp | 75.8%-19.7pp | 68.7%-12.5pp |
| Annual return | -4.97% | 2.95%-7.9pp | 9.68%-14.6pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $482 | $2,193-78.0% | $3,323-85.5% | $2,203-78.1% |
| Participant deferral / active EE | $1,890 | $2,591-27.0% | $3,652-48.2% | $3,192-40.8% |
| Admin fee / account holder | $1,086 | $3,610-69.9% | $5,300-79.5% | $4,297-74.7% |