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 | $51,668 | $138,114-62.6% | $125,391-58.8% | $134,545-61.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -24.76% | 750.88%-775.6pp | 572.41%-597.2pp | 418.37%-443.1pp |
| Employer contribution / active EE | $3,648 | $5,246-30.5% | $4,816-24.2% | $4,742-23.1% |
| Participant deferral / active EE | $5,533 | $7,801-29.1% | $7,448-25.7% | $6,401-13.6% |
| Admin fee / account holder | $780 | $11,570-93.3% | $10,009-92.2% | $11,431-93.2% |