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 | $60,763 | $150,435-59.6% | $120,580-49.6% | $145,897-58.4% |
| Participation rate | 54.2% | 78.8%-24.6pp | 72.0%-17.8pp | 80.3%-26.1pp |
| Annual return | -23.19% | 154.60%-177.8pp | 107.48%-130.7pp | 552.29%-575.5pp |
| Employer contribution / active EE | $3,159 | $4,352-27.4% | $3,469-8.9% | $4,663-32.2% |
| Participant deferral / active EE | $4,536 | $6,174-26.5% | $4,995-9.2% | $6,689-32.2% |
| Admin fee / account holder | $2,561 | $12,182-79.0% | $9,418-72.8% | $13,390-80.9% |