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 | $75,669 | $92,743-18.4% | $82,744-8.6% | $134,532-43.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.21% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,172 | $3,273-3.1% | $3,008+5.4% | $4,741-33.1% |
| Participant deferral / active EE | $2,265 | $4,802-52.8% | $4,395-48.5% | $6,401-64.6% |
| Admin fee / account holder | $803 | $5,977-86.6% | $5,325-84.9% | $11,429-93.0% |