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 | $70,001 | $82,674-15.3% | $125,381-44.2% | $68,486+2.2% |
| Participation rate | 61.2% | 75.1%-13.9pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -21.62% | -5.97%-15.6pp | 572.31%-593.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,745 | $3,382-48.4% | $4,815-63.8% | $2,597-32.8% |
| Participant deferral / active EE | $3,753 | $6,111-38.6% | $7,448-49.6% | $4,028-6.8% |
| Admin fee / account holder | $4,593 | $6,277-26.8% | $10,007-54.1% | $5,404-15.0% |