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 | $90,557 | $138,076-34.4% | $123,553-26.7% | $135,380-33.1% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -10.30% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,593 | $5,152-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $4,262 | $6,800-37.3% | $6,426-33.7% | $5,609-24.0% |
| Admin fee / account holder | $6,260 | $10,917-42.7% | $9,284-32.6% | $10,828-42.2% |