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 | $27,668 | $69,012-59.9% | $160,037-82.7% | $68,490-59.6% |
| Participation rate | 55.9% | 65.4%-9.5pp | 78.0%-22.1pp | 67.9%-12.0pp |
| Annual return | -25.68% | -9.65%-16.0pp | 408.95%-434.6pp | -7.85%-17.8pp |
| Employer contribution / active EE | $1,138 | $2,212-48.6% | $4,226-73.1% | $2,597-56.2% |
| Participant deferral / active EE | $3,001 | $4,212-28.7% | $6,184-51.5% | $4,028-25.5% |
| Admin fee / account holder | $2,213 | $4,798-53.9% | $8,716-74.6% | $5,403-59.0% |