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 | $32,195 | $190,862-83.1% | $159,991-79.9% | $134,509-76.1% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -22.93% | 552.59%-575.5pp | 408.82%-431.7pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,430 | $4,995-71.4% | $4,225-66.1% | $4,741-69.8% |
| Participant deferral / active EE | $4,258 | $6,924-38.5% | $6,183-31.1% | $6,400-33.5% |
| Admin fee / account holder | $8,514 | $10,495-18.9% | $8,715-2.3% | $11,427-25.5% |