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 | $69,450 | $45,152+53.8% | $73,836-5.9% | $59,633+16.5% |
| Participation rate | 45.9% | 64.0%-18.1pp | 73.4%-27.5pp | 68.7%-22.7pp |
| Annual return | -2.63% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $3,183 | $1,901+67.4% | $2,787+14.2% | $2,203+44.5% |
| Participant deferral / active EE | $3,301 | $2,573+28.3% | $3,583-7.9% | $3,192+3.4% |
| Admin fee / account holder | $3,241 | $3,515-7.8% | $4,882-33.6% | $4,297-24.6% |