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 | $58,148 | $138,102-57.9% | $125,381-53.6% | $134,532-56.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.39% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,803 | $5,245-65.6% | $4,815-62.6% | $4,741-62.0% |
| Participant deferral / active EE | $11,523 | $7,801+47.7% | $7,448+54.7% | $6,401+80.0% |
| Admin fee / account holder | $986 | $11,568-91.5% | $10,007-90.2% | $11,429-91.4% |