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 | $49,961 | $63,346-21.1% | $92,240-45.8% | $70,126-28.8% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | -4.56% | 530.19%-534.7pp | 176.29%-180.8pp | 73.15%-77.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,441 | $2,854-49.5% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $12,661 | $3,841+229.6% | $5,194+143.8% | $4,645+172.5% |