Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,474 | $92,743-26.2% | $82,744-17.2% | $134,532-49.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -21.28% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,140 | $3,273-4.1% | $3,008+4.4% | $4,741-33.8% |
| Participant deferral / active EE | $4,511 | $4,802-6.1% | $4,395+2.6% | $6,401-29.5% |
| Admin fee / account holder | $1,700 | $5,977-71.6% | $5,325-68.1% | $11,429-85.1% |