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 | $46,830 | $82,674-43.4% | $125,381-62.6% | $68,486-31.6% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -23.80% | -5.97%-17.8pp | 572.31%-596.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $2,979 | $3,382-11.9% | $4,815-38.1% | $2,597+14.7% |
| Participant deferral / active EE | $6,495 | $6,111+6.3% | $7,448-12.8% | $4,028+61.3% |
| Admin fee / account holder | $1,768 | $6,277-71.8% | $10,007-82.3% | $5,404-67.3% |