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 | $55,382 | $44,103+25.6% | $75,826-27.0% | $64,173-13.7% |
| Participation rate | 30.1% | 62.7%-32.6pp | 68.2%-38.1pp | 69.6%-39.5pp |
| Annual return | -8.66% | -4.72%-3.9pp | 1914.15%-1922.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $859 | $2,204-61.0% | $2,862-70.0% | $3,470-75.3% |
| Admin fee / account holder | $2,183 | $3,506-37.8% | $4,726-53.8% | $4,887-55.3% |