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 | $11,981 | $49,199-75.6% | $121,210-90.1% | $75,177-84.1% |
| Participation rate | 69.4% | 55.4%+14.0pp | 69.5%-0.1pp | 67.2%+2.2pp |
| Annual return | -21.26% | 56.04%-77.3pp | 987.41%-1008.7pp | 160.75%-182.0pp |
| Employer contribution / active EE | $431 | $1,547-72.1% | $4,171-89.7% | $2,671-83.8% |
| Participant deferral / active EE | $2,519 | $2,630-4.2% | $4,084-38.3% | $4,126-38.9% |
| Admin fee / account holder | $384 | $3,946-90.3% | $5,647-93.2% | $5,651-93.2% |