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 | $47,758 | $109,327-56.3% | $89,391-46.6% | $158,931-70.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | -9.61% | 345.68%-355.3pp | 245.62%-255.2pp | 302.86%-312.5pp |
| Employer contribution / active EE | $1,825 | $3,170-42.4% | $2,586-29.4% | $4,761-61.7% |
| Participant deferral / active EE | $2,371 | $4,598-48.4% | $3,890-39.0% | $5,982-60.4% |
| Admin fee / account holder | $2,646 | $6,153-57.0% | $4,881-45.8% | $11,247-76.5% |