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 | $43,608 | $49,199-11.4% | $121,210-64.0% | $75,177-42.0% |
| Participation rate | 14.8% | 55.4%-40.6pp | 69.5%-54.7pp | 67.2%-52.4pp |
| Annual return | -5.51% | 56.04%-61.6pp | 987.41%-992.9pp | 160.75%-166.3pp |
| Employer contribution / active EE | $497 | $1,547-67.9% | $4,171-88.1% | $2,671-81.4% |
| Participant deferral / active EE | $1,005 | $2,630-61.8% | $4,084-75.4% | $4,126-75.6% |
| Admin fee / account holder | $10,299 | $3,946+161.0% | $5,647+82.4% | $5,651+82.2% |