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 | $33,393 | $56,197-40.6% | $67,652-50.6% | $59,633-44.0% |
| Participation rate | 58.3% | 71.5%-13.1pp | 75.7%-17.3pp | 68.7%-10.3pp |
| Annual return | -3.07% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,697 | $1,615+5.1% | $2,266-25.1% | $2,203-23.0% |
| Participant deferral / active EE | $3,978 | $2,844+39.9% | $3,560+11.7% | $3,192+24.6% |
| Admin fee / account holder | $494 | $3,958-87.5% | $4,821-89.8% | $4,297-88.5% |