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 | $60,225 | $58,311+3.3% | $81,882-26.4% | $80,959-25.6% |
| Participation rate | 47.8% | 63.5%-15.7pp | 72.4%-24.6pp | 67.7%-19.8pp |
| Annual return | -26.28% | 41.85%-68.1pp | 779.47%-805.7pp | 35.67%-61.9pp |
| Employer contribution / active EE | $1,051 | $2,347-55.2% | $2,916-64.0% | $2,757-61.9% |
| Participant deferral / active EE | $4,452 | $3,287+35.4% | $4,323+3.0% | $4,300+3.5% |
| Admin fee / account holder | $1,722 | $4,752-63.8% | $7,360-76.6% | $6,925-75.1% |