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 | $53,546 | $93,098-42.5% | $77,081-30.5% | $134,509-60.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -26.29% | 62.63%-88.9pp | 42.33%-68.6pp | 418.13%-444.4pp |
| Employer contribution / active EE | $807 | $3,419-76.4% | $2,813-71.3% | $4,741-83.0% |
| Participant deferral / active EE | $3,787 | $5,239-27.7% | $4,428-14.5% | $6,400-40.8% |
| Admin fee / account holder | $1,013 | $6,945-85.4% | $5,427-81.3% | $11,427-91.1% |