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 | $66,023 | $58,828+12.2% | $78,002-15.4% | $62,881+5.0% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.5pp | 69.3%-5.3pp |
| Annual return | -7.35% | 17.16%-24.5pp | 425.99%-433.3pp | 20.14%-27.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,712 | $2,686+1.0% | $3,497-22.5% | $3,203-15.3% |
| Admin fee / account holder | $13,383 | $4,393+204.6% | $5,481+144.2% | $4,296+211.5% |