Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,396 | $106,008-38.3% | $92,240-29.1% | $147,586-55.7% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | -5.84% | 50.05%-55.9pp | 176.29%-182.1pp | 578.59%-584.4pp |
| Employer contribution / active EE | $2,076 | $4,333-52.1% | $3,680-43.6% | $4,876-57.4% |
| Participant deferral / active EE | $4,322 | $4,478-3.5% | $3,897+10.9% | $5,439-20.5% |
| Admin fee / account holder | $10,256 | $6,333+61.9% | $5,194+97.5% | $10,886-5.8% |