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 | $23,050 | $56,197-59.0% | $67,652-65.9% | $59,633-61.3% |
| Participation rate | 51.9% | 71.5%-19.6pp | 75.7%-23.8pp | 68.7%-16.8pp |
| Annual return | -7.56% | 18508.10%-18515.7pp | 6625.40%-6633.0pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $3,099 | $1,615+91.9% | $2,266+36.8% | $2,203+40.7% |
| Participant deferral / active EE | $2,403 | $2,844-15.5% | $3,560-32.5% | $3,192-24.7% |
| Admin fee / account holder | $1,960 | $3,958-50.5% | $4,821-59.3% | $4,297-54.4% |