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 | $32,189 | $57,350-43.9% | $83,850-61.6% | $64,181-49.8% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -12.16% | 11.38%-23.5pp | 850.92%-863.1pp | 7.63%-19.8pp |
| Employer contribution / active EE | $1,339 | $2,545-47.4% | $3,631-63.1% | $2,381-43.8% |
| Participant deferral / active EE | $4,043 | $2,993+35.1% | $4,082-0.9% | $3,470+16.5% |
| Admin fee / account holder | $972 | $4,046-76.0% | $5,478-82.3% | $4,887-80.1% |