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 | $63,776 | $160,059-60.2% | $140,019-54.5% | $135,379-52.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.87% | 911.44%-921.3pp | 651.15%-661.0pp | 519.79%-529.7pp |
| Employer contribution / active EE | $4,575 | $6,420-28.7% | $5,605-18.4% | $4,779-4.3% |
| Participant deferral / active EE | $6,688 | $7,641-12.5% | $6,927-3.4% | $5,609+19.2% |
| Admin fee / account holder | $384 | $13,328-97.1% | $10,705-96.4% | $10,828-96.5% |