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 | $17,681 | $75,962-76.7% | $154,108-88.5% | $64,173-72.4% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | -10.45% | 30.32%-40.8pp | 735.21%-745.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,257 | $3,350-62.5% | $5,298-76.3% | $2,381-47.2% |
| Participant deferral / active EE | $3,255 | $3,175+2.5% | $5,081-35.9% | $3,470-6.2% |
| Admin fee / account holder | $314 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |