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 | $66,574 | $197,819-66.3% | $155,789-57.3% | $125,389-46.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -6.90% | 86.73%-93.6pp | 71.54%-78.4pp | 282.24%-289.1pp |
| Employer contribution / active EE | $2,519 | $4,850-48.1% | $3,839-34.4% | $4,866-48.2% |
| Participant deferral / active EE | $4,999 | $5,631-11.2% | $4,798+4.2% | $5,352-6.6% |
| Admin fee / account holder | $14,316 | $9,544+50.0% | $7,477+91.5% | $9,541+50.0% |