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 | $52,729 | $65,703-19.7% | $94,228-44.0% | $59,633-11.6% |
| Participation rate | 58.3% | 72.1%-13.8pp | 78.8%-20.4pp | 68.7%-10.3pp |
| Annual return | -2.89% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,014 | $3,143+27.7% | $4,320-7.1% | $3,192+25.8% |
| Admin fee / account holder | $1,075 | $4,264-74.8% | $6,269-82.9% | $4,297-75.0% |