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 | $25,744 | $45,566-43.5% | $64,105-59.8% | $59,633-56.8% |
| Participation rate | 64.7% | 60.2%+4.5pp | 68.2%-3.5pp | 68.7%-4.0pp |
| Annual return | -3.06% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $767 | $934-17.9% | $1,820-57.9% | $2,203-65.2% |
| Participant deferral / active EE | $1,942 | $2,057-5.6% | $2,822-31.2% | $3,192-39.1% |
| Admin fee / account holder | $567 | $3,268-82.6% | $4,499-87.4% | $4,297-86.8% |