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 | $107,119 | $160,059-33.1% | $140,019-23.5% | $135,380-20.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -24.20% | 911.48%-935.7pp | 651.17%-675.4pp | 519.81%-544.0pp |
| Employer contribution / active EE | $3,386 | $6,420-47.3% | $5,605-39.6% | $4,779-29.2% |
| Participant deferral / active EE | $6,647 | $7,641-13.0% | $6,927-4.0% | $5,609+18.5% |
| Admin fee / account holder | $409 | $13,328-96.9% | $10,705-96.2% | $10,828-96.2% |