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 | $20,114 | $52,519-61.7% | $155,789-87.1% | $59,633-66.3% |
| Participation rate | 56.5% | 61.7%-5.2pp | 76.1%-19.6pp | 68.7%-12.1pp |
| Annual return | -4.54% | 53.51%-58.1pp | 71.54%-76.1pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,935 | $3,084-4.8% | $4,798-38.8% | $3,192-8.0% |
| Admin fee / account holder | $563 | $3,540-84.1% | $7,477-92.5% | $4,297-86.9% |