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 | $26,044 | $45,152-42.3% | $73,836-64.7% | $59,633-56.3% |
| Participation rate | 63.8% | 64.0%-0.2pp | 73.4%-9.6pp | 68.7%-4.9pp |
| Annual return | -2.65% | 27.40%-30.1pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,333 | $1,901-29.9% | $2,787-52.2% | $2,203-39.5% |
| Participant deferral / active EE | $2,247 | $2,573-12.7% | $3,583-37.3% | $3,192-29.6% |
| Admin fee / account holder | $3,996 | $3,515+13.7% | $4,882-18.1% | $4,297-7.0% |