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 | $28,347 | $72,404-60.8% | $110,243-74.3% | $64,173-55.8% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.4pp | 69.6%-10.2pp |
| Annual return | -9.19% | -6.29%-2.9pp | 314.76%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,184 | $2,282-48.1% | $3,827-69.1% | $2,381-50.3% |
| Participant deferral / active EE | $1,646 | $3,469-52.5% | $4,672-64.8% | $3,470-52.6% |
| Admin fee / account holder | $1,154 | $5,664-79.6% | $8,548-86.5% | $4,887-76.4% |