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 | $75,532 | $138,078-45.3% | $125,363-39.7% | $134,509-43.8% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -22.15% | 750.49%-772.6pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,701 | $5,245-67.6% | $4,815-64.7% | $4,741-64.1% |
| Participant deferral / active EE | $3,705 | $7,800-52.5% | $7,447-50.3% | $6,400-42.1% |
| Admin fee / account holder | $12,226 | $11,566+5.7% | $10,005+22.2% | $11,427+7.0% |