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 | $39,947 | $45,566-12.3% | $64,105-37.7% | $59,633-33.0% |
| Participation rate | 52.0% | 60.2%-8.2pp | 68.2%-16.2pp | 68.7%-16.7pp |
| Annual return | -2.94% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $289 | $934-69.1% | $1,820-84.1% | $2,203-86.9% |
| Participant deferral / active EE | $2,141 | $2,057+4.1% | $2,822-24.1% | $3,192-32.9% |
| Admin fee / account holder | $5,662 | $3,268+73.3% | $4,499+25.8% | $4,297+31.8% |