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 | $70,954 | $75,935-6.6% | $60,547+17.2% | $125,389-43.4% |
| Participation rate | 41.7% | 76.5%-34.9pp | 68.0%-26.3pp | 83.2%-41.5pp |
| Annual return | -5.38% | -5.38%0pp | 335.64%-341.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,667 | $4,506-63.0% | $3,328-49.9% | $5,352-68.9% |
| Admin fee / account holder | $1,163 | $6,768-82.8% | $4,536-74.4% | $9,541-87.8% |