Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,417 | $183,539-71.4% | $155,556-66.3% | $145,897-64.1% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | -4.49% | 61.31%-65.8pp | 64.84%-69.3pp | 552.29%-556.8pp |
| Employer contribution / active EE | $1,505 | $5,315-71.7% | $4,675-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $4,665 | $6,467-27.9% | $5,631-17.2% | $6,689-30.3% |
| Admin fee / account holder | $2,969 | $19,275-84.6% | $15,885-81.3% | $13,390-77.8% |