Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,032 | $180,462-81.1% | $154,111-77.9% | $135,379-74.9% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -9.09% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,698 | $6,036-71.9% | $5,298-67.9% | $4,779-64.5% |
| Participant deferral / active EE | $4,971 | $5,806-14.4% | $5,081-2.2% | $5,609-11.4% |
| Admin fee / account holder | $2,298 | $16,145-85.8% | $13,411-82.9% | $10,828-78.8% |