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 | $43,656 | $82,678-47.2% | $125,391-65.2% | $68,490-36.3% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,790 | $3,382+12.1% | $4,816-21.3% | $2,597+46.0% |
| Participant deferral / active EE | $6,429 | $6,111+5.2% | $7,448-13.7% | $4,028+59.6% |
| Admin fee / account holder | $1,976 | $6,277-68.5% | $10,009-80.3% | $5,403-63.4% |