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 | $44,333 | $138,114-67.9% | $125,391-64.6% | $134,545-67.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -30.65% | 750.88%-781.5pp | 572.41%-603.1pp | 418.37%-449.0pp |
| Employer contribution / active EE | $4,142 | $5,246-21.0% | $4,816-14.0% | $4,742-12.6% |
| Participant deferral / active EE | $6,064 | $7,801-22.3% | $7,448-18.6% | $6,401-5.3% |
| Admin fee / account holder | $1,212 | $11,570-89.5% | $10,009-87.9% | $11,431-89.4% |