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 | $28,318 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -14.67% | 153.70%-168.4pp | 119.21%-133.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $1,415 | $5,152-72.5% | $4,628-69.4% | $4,779-70.4% |
| Participant deferral / active EE | $6,650 | $6,800-2.2% | $6,426+3.5% | $5,609+18.6% |
| Admin fee / account holder | $498 | $10,917-95.4% | $9,284-94.6% | $10,828-95.4% |