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 | $53,286 | $57,352-7.1% | $83,830-36.4% | $64,173-17.0% |
| Participation rate | 47.9% | 68.6%-20.7pp | 76.1%-28.3pp | 69.6%-21.7pp |
| Annual return | -12.59% | 11.38%-24.0pp | 850.97%-863.6pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,587 | $2,546-37.7% | $3,631-56.3% | $2,381-33.4% |
| Participant deferral / active EE | $3,220 | $2,993+7.6% | $4,082-21.1% | $3,470-7.2% |
| Admin fee / account holder | $2,736 | $4,046-32.4% | $5,479-50.1% | $4,887-44.0% |