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 | $24,996 | $167,362-85.1% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -21.17% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,809 | $5,620-67.8% | $4,952-63.5% | $4,741-61.8% |
| Participant deferral / active EE | $6,414 | $6,447-0.5% | $5,638+13.8% | $6,401+0.2% |
| Admin fee / account holder | $1,921 | $18,094-89.4% | $14,677-86.9% | $11,429-83.2% |