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 | $66,720 | $44,103+51.3% | $75,826-12.0% | $64,173+4.0% |
| Participation rate | 25.0% | 62.7%-37.7pp | 68.2%-43.2pp | 69.6%-44.6pp |
| Annual return | -11.24% | -4.72%-6.5pp | 1914.15%-1925.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $813 | $1,446-43.8% | $1,913-57.5% | $2,381-65.9% |
| Participant deferral / active EE | $3,445 | $2,204+56.3% | $2,862+20.3% | $3,470-0.7% |
| Admin fee / account holder | $4,192 | $3,506+19.6% | $4,726-11.3% | $4,887-14.2% |