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 | $43,736 | $110,337-60.4% | $102,383-57.3% | $145,877-70.0% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | -7.64% | 24.83%-32.5pp | 24.94%-32.6pp | 551.28%-558.9pp |
| Employer contribution / active EE | $1,220 | $4,216-71.1% | $3,870-68.5% | $4,663-73.8% |
| Participant deferral / active EE | $2,859 | $5,621-49.1% | $5,060-43.5% | $6,691-57.3% |
| Admin fee / account holder | $400 | $9,750-95.9% | $8,391-95.2% | $13,402-97.0% |