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 | $60,169 | $167,362-64.0% | $143,799-58.2% | $134,532-55.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -24.21% | 0.47%-24.7pp | -0.04%-24.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,785 | $5,620-68.2% | $4,952-64.0% | $4,741-62.4% |
| Participant deferral / active EE | $5,119 | $6,447-20.6% | $5,638-9.2% | $6,401-20.0% |
| Admin fee / account holder | $806 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |