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 | $86,782 | $138,076-37.1% | $123,553-29.8% | $135,380-35.9% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -16.70% | 153.70%-170.4pp | 119.21%-135.9pp | 519.81%-536.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,476 | $6,800+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $11,740 | $10,917+7.5% | $9,284+26.4% | $10,828+8.4% |