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 | $28,630 | $138,076-79.3% | $123,553-76.8% | $135,380-78.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -12.10% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,311 | $6,800-21.9% | $6,426-17.4% | $5,609-5.3% |
| Admin fee / account holder | $4,010 | $10,917-63.3% | $9,284-56.8% | $10,828-63.0% |