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 | $20,611 | $93,117-77.9% | $77,096-73.3% | $134,532-84.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -22.63% | 62.67%-85.3pp | 42.35%-65.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,048 | $3,420-69.4% | $2,814-62.8% | $4,741-77.9% |
| Participant deferral / active EE | $1,395 | $5,241-73.4% | $4,429-68.5% | $6,401-78.2% |
| Admin fee / account holder | $322 | $6,948-95.4% | $5,428-94.1% | $11,429-97.2% |