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 | $57,174 | $138,072-58.6% | $123,549-53.7% | $135,382-57.8% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -9.27% | 153.69%-163.0pp | 119.20%-128.5pp | 519.77%-529.0pp |
| Employer contribution / active EE | $1,854 | $5,152-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $3,678 | $6,799-45.9% | $6,426-42.8% | $5,609-34.4% |
| Admin fee / account holder | $731 | $10,917-93.3% | $9,284-92.1% | $10,829-93.3% |