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 | $38,448 | $104,937-63.4% | $84,628-54.6% | $152,897-74.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | -4.64% | 373.88%-378.5pp | 258.80%-263.4pp | 345.43%-350.1pp |
| Employer contribution / active EE | $396 | $3,303-88.0% | $2,653-85.1% | $4,764-91.7% |
| Participant deferral / active EE | $1,856 | $4,690-60.4% | $3,900-52.4% | $5,851-68.3% |
| Admin fee / account holder | $7,859 | $6,243+25.9% | $4,914+59.9% | $11,599-32.2% |