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 | $69,949 | $90,617-22.8% | $79,476-12.0% | $135,382-48.3% |
| Participation rate | 30.8% | 76.1%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -10.23% | 977.57%-987.8pp | 718.21%-728.4pp | 519.77%-530.0pp |
| Employer contribution / active EE | $1,218 | $3,068-60.3% | $2,800-56.5% | $4,779-74.5% |
| Participant deferral / active EE | $1,732 | $4,050-57.2% | $3,704-53.2% | $5,609-69.1% |
| Admin fee / account holder | $487 | $5,907-91.8% | $5,113-90.5% | $10,829-95.5% |