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 | $17,323 | $100,938-82.8% | $90,461-80.9% | $158,982-89.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -2.86% | 1727.20%-1730.1pp | 1294.76%-1297.6pp | 302.99%-305.8pp |
| Employer contribution / active EE | $880 | $3,691-76.2% | $3,264-73.0% | $4,763-81.5% |
| Participant deferral / active EE | $1,591 | $4,350-63.4% | $3,964-59.9% | $5,983-73.4% |
| Admin fee / account holder | $12,937 | $6,510+98.7% | $5,617+130.3% | $11,252+15.0% |