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 | $37,123 | $75,962-51.1% | $154,111-75.9% | $64,173-42.2% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | -9.20% | 30.32%-39.5pp | 735.18%-744.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,754 | $3,350-47.6% | $5,298-66.9% | $2,381-26.3% |
| Participant deferral / active EE | $4,770 | $3,175+50.3% | $5,081-6.1% | $3,470+37.5% |
| Admin fee / account holder | $3,485 | $5,589-37.7% | $13,411-74.0% | $4,887-28.7% |