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 | $61,970 | $45,566+36.0% | $64,105-3.3% | $59,633+3.9% |
| Participation rate | 44.9% | 60.2%-15.3pp | 68.2%-23.3pp | 68.7%-23.8pp |
| Annual return | -2.87% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $150 | $934-84.0% | $1,820-91.8% | $2,203-93.2% |
| Participant deferral / active EE | $3,541 | $2,057+72.2% | $2,822+25.5% | $3,192+10.9% |
| Admin fee / account holder | $6,485 | $3,268+98.5% | $4,499+44.1% | $4,297+50.9% |