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 | $81,445 | $97,729-16.7% | $83,830-2.8% | $135,379-39.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.42% | 1287.52%-1297.9pp | 850.97%-861.4pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,210 | $4,222-71.3% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $3,174 | $4,683-32.2% | $4,082-22.3% | $5,609-43.4% |
| Admin fee / account holder | $728 | $6,674-89.1% | $5,479-86.7% | $10,828-93.3% |