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 | $31,258 | $57,352-45.5% | $83,831-62.7% | $64,173-51.3% |
| Participation rate | 47.3% | 68.6%-21.3pp | 76.1%-28.8pp | 69.6%-22.3pp |
| Annual return | -8.79% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,209 | $2,546-52.5% | $3,631-66.7% | $2,381-49.2% |
| Participant deferral / active EE | $2,178 | $2,993-27.2% | $4,082-46.6% | $3,470-37.2% |
| Admin fee / account holder | $14,056 | $4,046+247.4% | $5,479+156.5% | $4,887+187.6% |