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 | $50,674 | $90,617-44.1% | $79,476-36.2% | $135,382-62.6% |
| Participation rate | 25.0% | 76.1%-51.1pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -13.59% | 977.57%-991.2pp | 718.21%-731.8pp | 519.77%-533.4pp |
| Employer contribution / active EE | $303 | $3,068-90.1% | $2,800-89.2% | $4,779-93.7% |
| Participant deferral / active EE | $2,135 | $4,050-47.3% | $3,704-42.4% | $5,609-61.9% |
| Admin fee / account holder | $734 | $5,907-87.6% | $5,113-85.6% | $10,829-93.2% |