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 | $52,107 | $180,459-71.1% | $154,108-66.2% | $135,380-61.5% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -9.06% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,259 | $6,035-62.6% | $5,298-57.4% | $4,779-52.7% |
| Participant deferral / active EE | $3,012 | $5,806-48.1% | $5,081-40.7% | $5,609-46.3% |
| Admin fee / account holder | $1,045 | $16,145-93.5% | $13,411-92.2% | $10,828-90.3% |