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 | $55,611 | $30,732+81.0% | $59,496-6.5% | $59,633-6.7% |
| Participation rate | 25.0% | 43.2%-18.2pp | 54.6%-29.6pp | 68.7%-43.7pp |
| Annual return | -6.22% | 4.47%-10.7pp | 182.05%-188.3pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $194 | $631-69.2% | $1,153-83.1% | $2,203-91.2% |
| Participant deferral / active EE | $1,987 | $1,183+68.0% | $1,829+8.6% | $3,192-37.8% |
| Admin fee / account holder | $1,920 | $2,136-10.1% | $2,232-14.0% | $4,297-55.3% |