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 | $23,657 | $88,585-73.3% | $69,884-66.1% | $134,532-82.4% |
| Participation rate | 55.6% | 74.9%-19.3pp | 70.5%-14.9pp | 81.2%-25.7pp |
| Annual return | -22.38% | 442.80%-465.2pp | 190.81%-213.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,720 | $3,235-46.8% | $2,560-32.8% | $4,741-63.7% |
| Participant deferral / active EE | $3,098 | $4,770-35.0% | $3,848-19.5% | $6,401-51.6% |
| Admin fee / account holder | $558 | $10,441-94.7% | $6,266-91.1% | $11,429-95.1% |