Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,308 | $68,097-57.0% | $62,929-53.4% | $137,256-78.6% |
| Participation rate | 42.9% | 77.4%-34.6pp | 73.1%-30.3pp | 80.0%-37.1pp |
| Annual return | -32.70% | 1859.11%-1891.8pp | 1063.93%-1096.6pp | 220.34%-253.0pp |
| Employer contribution / active EE | $913 | $2,811-67.5% | $2,505-63.5% | $4,156-78.0% |
| Participant deferral / active EE | $1,949 | $4,553-57.2% | $3,888-49.9% | $6,407-69.6% |
| Admin fee / account holder | $4,674 | $6,521-28.3% | $5,065-7.7% | $12,270-61.9% |