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 | $37,557 | $84,697-55.7% | $73,845-49.1% | $125,393-70.0% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.4%-44.9pp | 83.2%-54.6pp |
| Annual return | -4.10% | 3123.66%-3127.8pp | 2267.91%-2272.0pp | 282.23%-286.3pp |
| Employer contribution / active EE | $415 | $3,123-86.7% | $2,788-85.1% | $4,866-91.5% |
| Participant deferral / active EE | $635 | $3,993-84.1% | $3,583-82.3% | $5,351-88.1% |
| Admin fee / account holder | $1,672 | $5,692-70.6% | $4,881-65.8% | $9,541-82.5% |