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 | $46,056 | $138,076-66.6% | $123,553-62.7% | $135,380-66.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.39% | 153.70%-171.1pp | 119.21%-136.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $2,100 | $5,152-59.2% | $4,628-54.6% | $4,779-56.1% |
| Participant deferral / active EE | $10,567 | $6,800+55.4% | $6,426+64.4% | $5,609+88.4% |
| Admin fee / account holder | $2,506 | $10,917-77.0% | $9,284-73.0% | $10,828-76.9% |