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 | $53,308 | $84,551-37.0% | $61,452-13.3% | $134,532-60.4% |
| Participation rate | 57.9% | 62.2%-4.3pp | 52.6%+5.3pp | 81.2%-23.3pp |
| Annual return | -22.75% | 585.39%-608.1pp | 338.96%-361.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,425 | $1,545-7.7% | $1,160+22.9% | $4,741-69.9% |
| Participant deferral / active EE | $3,472 | $2,818+23.2% | $2,125+63.4% | $6,401-45.8% |
| Admin fee / account holder | $518 | $2,587-80.0% | $2,131-75.7% | $11,429-95.5% |