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 | $10,489 | $92,743-88.7% | $82,744-87.3% | $134,532-92.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.44% | 946.63%-968.1pp | 702.22%-723.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $990 | $3,273-69.8% | $3,008-67.1% | $4,741-79.1% |
| Participant deferral / active EE | $2,613 | $4,802-45.6% | $4,395-40.5% | $6,401-59.2% |
| Admin fee / account holder | $9,447 | $5,977+58.0% | $5,325+77.4% | $11,429-17.3% |