Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,420 | $152,612-63.7% | $125,192-55.7% | $152,897-63.8% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | -3.44% | 54.85%-58.3pp | 43.79%-47.2pp | 345.43%-348.9pp |
| Employer contribution / active EE | $1,244 | $4,947-74.9% | $3,866-67.8% | $4,764-73.9% |
| Participant deferral / active EE | $2,453 | $5,868-58.2% | $4,937-50.3% | $5,851-58.1% |
| Admin fee / account holder | $2,808 | $13,437-79.1% | $9,704-71.1% | $11,599-75.8% |