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 | $31,910 | $56,200-43.2% | $67,653-52.8% | $59,633-46.5% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -2.60% | 18506.71%-18509.3pp | 6625.22%-6627.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $356 | $1,615-77.9% | $2,266-84.3% | $2,203-83.8% |
| Participant deferral / active EE | $1,248 | $2,843-56.1% | $3,560-64.9% | $3,192-60.9% |
| Admin fee / account holder | $3,294 | $3,959-16.8% | $4,821-31.7% | $4,297-23.3% |