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 | $34,920 | $45,566-23.4% | $64,105-45.5% | $59,633-41.4% |
| Participation rate | 31.0% | 60.2%-29.1pp | 68.2%-37.1pp | 68.7%-37.6pp |
| Annual return | -5.50% | 4.95%-10.5pp | 791.24%-796.7pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $189 | $934-79.8% | $1,820-89.6% | $2,203-91.4% |
| Participant deferral / active EE | $897 | $2,057-56.4% | $2,822-68.2% | $3,192-71.9% |
| Admin fee / account holder | $2,681 | $3,268-18.0% | $4,499-40.4% | $4,297-37.6% |