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 | $95,902 | $180,462-46.9% | $154,111-37.8% | $135,379-29.2% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -9.77% | 888.17%-897.9pp | 735.18%-745.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $1,456 | $6,036-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $3,208 | $5,806-44.7% | $5,081-36.9% | $5,609-42.8% |
| Admin fee / account holder | $10,052 | $16,145-37.7% | $13,411-25.0% | $10,828-7.2% |