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 | $80,747 | $138,102-41.5% | $125,381-35.6% | $134,532-40.0% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -23.80% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,698 | $5,245-48.6% | $4,815-44.0% | $4,741-43.1% |
| Participant deferral / active EE | $6,469 | $7,801-17.1% | $7,448-13.1% | $6,401+1.1% |
| Admin fee / account holder | $1,091 | $11,568-90.6% | $10,007-89.1% | $11,429-90.5% |