Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,028 | $133,998-59.7% | $112,263-51.9% | $134,545-59.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -23.00% | 47.17%-70.2pp | 27.49%-50.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $2,452 | $4,040-39.3% | $3,636-32.6% | $4,742-48.3% |
| Participant deferral / active EE | $4,439 | $5,292-16.1% | $4,729-6.1% | $6,401-30.7% |
| Admin fee / account holder | $528 | $7,493-93.0% | $6,410-91.8% | $11,431-95.4% |