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 | $41,680 | $56,197-25.8% | $67,652-38.4% | $59,633-30.1% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | -2.41% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $960 | $1,615-40.5% | $2,266-57.6% | $2,203-56.4% |
| Participant deferral / active EE | $2,287 | $2,844-19.6% | $3,560-35.7% | $3,192-28.3% |
| Admin fee / account holder | $14,129 | $3,958+257.0% | $4,821+193.1% | $4,297+228.8% |