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 | $35,416 | $55,446-36.1% | $155,574-77.2% | $74,429-52.4% |
| Participation rate | 10.0% | 61.9%-51.9pp | 78.2%-68.2pp | 67.2%-57.2pp |
| Annual return | 0.04% | 269.20%-269.2pp | 64.87%-64.8pp | 1368.38%-1368.3pp |
| Employer contribution / active EE | $1,348 | $2,266-40.5% | $4,676-71.2% | $2,625-48.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,690 | $1,743+111.7% | $15,914-76.8% | $1,944+89.8% |