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 | $24,333 | $127,096-80.9% | $105,736-77.0% | $135,380-82.0% |
| Participation rate | 47.1% | 82.7%-35.6pp | 76.3%-29.3pp | 82.6%-35.6pp |
| Annual return | -8.51% | 4.49%-13.0pp | 6.27%-14.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,530 | $4,107-62.7% | $3,268-53.2% | $4,779-68.0% |
| Participant deferral / active EE | $1,765 | $5,064-65.1% | $4,080-56.7% | $5,609-68.5% |
| Admin fee / account holder | $471 | $9,087-94.8% | $6,913-93.2% | $10,828-95.7% |