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 | $23,161 | $125,190-81.5% | $105,624-78.1% | $145,897-84.1% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.2pp |
| Annual return | -1.62% | 225.22%-226.8pp | 116.20%-117.8pp | 552.29%-553.9pp |
| Employer contribution / active EE | $1,790 | $3,720-51.9% | $3,168-43.5% | $4,663-61.6% |
| Participant deferral / active EE | $1,729 | $5,716-69.8% | $5,013-65.5% | $6,689-74.2% |
| Admin fee / account holder | $8,284 | $17,138-51.7% | $10,961-24.4% | $13,390-38.1% |