Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,836 | $129,959-46.3% | $104,301-33.0% | $134,532-48.1% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -20.37% | 42.04%-62.4pp | 24.61%-45.0pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,825 | $4,185-56.4% | $3,373-45.9% | $4,741-61.5% |
| Participant deferral / active EE | $5,217 | $5,589-6.7% | $4,626+12.8% | $6,401-18.5% |
| Admin fee / account holder | $748 | $9,325-92.0% | $7,340-89.8% | $11,429-93.5% |