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 | $35,058 | $75,962-53.8% | $154,108-77.3% | $64,173-45.4% |
| Participation rate | 69.7% | 70.4%-0.7pp | 83.0%-13.3pp | 69.6%+0.1pp |
| Annual return | -9.91% | 30.32%-40.2pp | 735.21%-745.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,263 | $3,175-28.7% | $5,081-55.5% | $3,470-34.8% |
| Admin fee / account holder | $2,404 | $5,589-57.0% | $13,411-82.1% | $4,887-50.8% |