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 | $43,149 | $45,566-5.3% | $64,105-32.7% | $59,633-27.6% |
| Participation rate | 64.7% | 60.2%+4.5pp | 68.2%-3.5pp | 68.7%-4.0pp |
| Annual return | -4.15% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,185 | $2,057-42.4% | $2,822-58.0% | $3,192-62.9% |
| Admin fee / account holder | $3,754 | $3,268+14.9% | $4,499-16.6% | $4,297-12.6% |