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 | $62,994 | $56,197+12.1% | $67,652-6.9% | $59,633+5.6% |
| Participation rate | 44.3% | 71.5%-27.2pp | 75.7%-31.4pp | 68.7%-24.4pp |
| Annual return | -3.51% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,314 | $2,844-53.8% | $3,560-63.1% | $3,192-58.8% |
| Admin fee / account holder | $1,213 | $3,958-69.4% | $4,821-74.8% | $4,297-71.8% |