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 | $39,424 | $138,075-71.4% | $123,552-68.1% | $135,379-70.9% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -14.02% | 153.70%-167.7pp | 119.20%-133.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,428 | $6,800-64.3% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $2,832 | $10,917-74.1% | $9,285-69.5% | $10,828-73.8% |