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 | $60,396 | $133,998-54.9% | $112,263-46.2% | $134,545-55.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -24.77% | 47.17%-71.9pp | 27.49%-52.3pp | 418.37%-443.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,975 | $5,292-62.7% | $4,729-58.2% | $6,401-69.1% |
| Admin fee / account holder | $552 | $7,493-92.6% | $6,410-91.4% | $11,431-95.2% |