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 | $45,714 | $69,771-34.5% | $67,524-32.3% | $74,400-38.6% |
| Participation rate | 51.7% | 71.4%-19.7pp | 72.9%-21.2pp | 67.2%-15.5pp |
| Annual return | 10.21% | -40.49%+50.7pp | 3519.41%-3509.2pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $1,506 | $2,710-44.4% | $2,734-44.9% | $2,624-42.6% |
| Participant deferral / active EE | $2,059 | $3,638-43.4% | $4,001-48.5% | $4,348-52.6% |
| Admin fee / account holder | $1,586 | $889+78.3% | $4,001-60.4% | $1,944-18.4% |