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 | $47,758 | $180,462-73.5% | $154,111-69.0% | $135,379-64.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.91% | 888.17%-898.1pp | 735.18%-745.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $6,981 | $6,036+15.7% | $5,298+31.8% | $4,779+46.1% |
| Participant deferral / active EE | $8,893 | $5,806+53.2% | $5,081+75.0% | $5,609+58.6% |
| Admin fee / account holder | $916 | $16,145-94.3% | $13,411-93.2% | $10,828-91.5% |