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 | $74,370 | $95,917-22.5% | $79,583-6.6% | $134,545-44.7% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -25.66% | -2.70%-23.0pp | 0.16%-25.8pp | 418.37%-444.0pp |
| Employer contribution / active EE | $931 | $3,129-70.3% | $2,414-61.4% | $4,742-80.4% |
| Participant deferral / active EE | $5,045 | $4,694+7.5% | $3,986+26.6% | $6,401-21.2% |
| Admin fee / account holder | $2,085 | $9,132-77.2% | $6,835-69.5% | $11,431-81.8% |