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 | $41,209 | $211,946-80.6% | $169,452-75.7% | $135,379-69.6% |
| Participation rate | 69.2% | 82.6%-13.4pp | 77.8%-8.6pp | 82.6%-13.4pp |
| Annual return | -14.50% | 3.26%-17.8pp | 1.83%-16.3pp | 519.79%-534.3pp |
| Employer contribution / active EE | $2,395 | $5,117-53.2% | $4,157-42.4% | $4,779-49.9% |
| Participant deferral / active EE | $3,363 | $6,075-44.6% | $5,277-36.3% | $5,609-40.0% |
| Admin fee / account holder | $6,727 | $11,472-41.4% | $9,110-26.2% | $10,828-37.9% |