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 | $40,666 | $190,879-78.7% | $160,009-74.6% | $134,532-69.8% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -21.10% | 552.63%-573.7pp | 408.85%-429.9pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,612 | $4,995-67.7% | $4,225-61.9% | $4,741-66.0% |
| Participant deferral / active EE | $2,801 | $6,924-59.5% | $6,183-54.7% | $6,401-56.2% |
| Admin fee / account holder | $1,118 | $10,495-89.3% | $8,715-87.2% | $11,429-90.2% |