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 | $59,824 | $184,000-67.5% | $162,185-63.1% | $152,909-60.9% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | -5.89% | 150.80%-156.7pp | 115.61%-121.5pp | 345.46%-351.4pp |
| Employer contribution / active EE | $9,710 | $6,370+52.4% | $5,613+73.0% | $4,764+103.8% |
| Participant deferral / active EE | $5,617 | $8,033-30.1% | $7,297-23.0% | $5,851-4.0% |
| Admin fee / account holder | $8,241 | $13,124-37.2% | $10,844-24.0% | $11,601-29.0% |