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 | $59,736 | $138,075-56.7% | $123,552-51.7% | $135,379-55.9% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -10.39% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,196 | $5,152-76.8% | $4,628-74.2% | $4,779-75.0% |
| Participant deferral / active EE | $4,804 | $6,800-29.3% | $6,426-25.2% | $5,609-14.4% |
| Admin fee / account holder | $580 | $10,917-94.7% | $9,285-93.8% | $10,828-94.6% |