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 | $36,870 | $82,674-55.4% | $125,363-70.6% | $68,495-46.2% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -23.27% | -5.97%-17.3pp | 572.15%-595.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $2,161 | $3,382-36.1% | $4,815-55.1% | $2,596-16.8% |
| Participant deferral / active EE | $5,087 | $6,111-16.8% | $7,447-31.7% | $4,028+26.3% |
| Admin fee / account holder | $5,735 | $6,276-8.6% | $10,005-42.7% | $5,403+6.1% |