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 | $48,382 | $89,259-45.8% | $107,187-54.9% | $82,637-41.5% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | -22.86% | 21.02%-43.9pp | 204.55%-227.4pp | 53.51%-76.4pp |
| Employer contribution / active EE | $1,711 | $3,080-44.4% | $3,782-54.8% | $2,552-33.0% |
| Participant deferral / active EE | $4,977 | $4,037+23.3% | $5,096-2.3% | $4,126+20.6% |
| Admin fee / account holder | $22,358 | $7,381+202.9% | $9,162+144.0% | $7,339+204.7% |