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 | $30,268 | $211,288-85.7% | $178,540-83.0% | $145,884-79.3% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | -12.33% | 30.27%-42.6pp | 27.15%-39.5pp | 551.85%-564.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,279 | $6,967-81.6% | $6,281-79.6% | $6,690-80.9% |
| Admin fee / account holder | $7,643 | $12,105-36.9% | $10,424-26.7% | $13,392-42.9% |