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 | $56,269 | $75,962-25.9% | $154,108-63.5% | $64,173-12.3% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -8.37% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,240 | $3,350-33.1% | $5,298-57.7% | $2,381-5.9% |
| Participant deferral / active EE | $3,325 | $3,175+4.7% | $5,081-34.6% | $3,470-4.2% |
| Admin fee / account holder | $2,224 | $5,589-60.2% | $13,411-83.4% | $4,887-54.5% |