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 | $24,706 | $56,197-56.0% | $67,652-63.5% | $59,633-58.6% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -4.20% | 18508.10%-18512.3pp | 6625.40%-6629.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,035 | $1,615-35.9% | $2,266-54.3% | $2,203-53.0% |
| Participant deferral / active EE | $1,776 | $2,844-37.6% | $3,560-50.1% | $3,192-44.4% |
| Admin fee / account holder | $1,170 | $3,958-70.4% | $4,821-75.7% | $4,297-72.8% |