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 | $67,809 | $82,678-18.0% | $125,391-45.9% | $68,490-1.0% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -23.21% | -5.97%-17.2pp | 572.41%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,385 | $6,111-28.2% | $7,448-41.1% | $4,028+8.9% |
| Admin fee / account holder | $2,225 | $6,277-64.6% | $10,009-77.8% | $5,403-58.8% |