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 | $71,960 | $84,482-14.8% | $125,363-42.6% | $66,930+7.5% |
| Participation rate | 62.7% | 76.4%-13.7pp | 82.4%-19.6pp | 69.8%-7.1pp |
| Annual return | -20.85% | -8.49%-12.4pp | 572.15%-593.0pp | 1.57%-22.4pp |
| Employer contribution / active EE | $1,901 | $3,553-46.5% | $4,815-60.5% | $2,545-25.3% |
| Participant deferral / active EE | $4,625 | $6,782-31.8% | $7,447-37.9% | $4,238+9.1% |
| Admin fee / account holder | $1,571 | $685+129.4% | $10,005-84.3% | $593+164.8% |