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 | $65,221 | $138,102-52.8% | $125,381-48.0% | $134,532-51.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -25.89% | 750.73%-776.6pp | 572.31%-598.2pp | 418.27%-444.2pp |
| Employer contribution / active EE | $2,831 | $5,245-46.0% | $4,815-41.2% | $4,741-40.3% |
| Participant deferral / active EE | $5,186 | $7,801-33.5% | $7,448-30.4% | $6,401-19.0% |
| Admin fee / account holder | $627 | $11,568-94.6% | $10,007-93.7% | $11,429-94.5% |