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 | $37,769 | $78,694-52.0% | $67,652-44.2% | $125,389-69.9% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | -6.33% | 9.46%-15.8pp | 6625.40%-6631.7pp | 282.24%-288.6pp |
| Employer contribution / active EE | $850 | $3,044-72.1% | $2,266-62.5% | $4,866-82.5% |
| Participant deferral / active EE | $6,530 | $4,292+52.1% | $3,560+83.4% | $5,352+22.0% |
| Admin fee / account holder | $473 | $7,403-93.6% | $4,821-90.2% | $9,541-95.0% |