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 | $31,017 | $27,936+11.0% | $58,561-47.0% | $75,173-58.7% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | -2.04% | 44.21%-46.3pp | 4251.33%-4253.4pp | 160.72%-162.8pp |
| Employer contribution / active EE | $399 | $670-40.4% | $1,053-62.1% | $2,671-85.1% |
| Participant deferral / active EE | $1,162 | $1,202-3.4% | $1,923-39.6% | $4,126-71.9% |
| Admin fee / account holder | $306 | $1,727-82.3% | $2,520-87.9% | $5,651-94.6% |