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 | $61,296 | $54,355+12.8% | $82,744-25.9% | $68,486-10.5% |
| Participation rate | 27.9% | 63.9%-36.0pp | 72.6%-44.7pp | 67.9%-40.0pp |
| Annual return | -21.91% | -13.67%-8.2pp | 702.22%-724.1pp | -7.85%-14.1pp |
| Employer contribution / active EE | $775 | $2,219-65.1% | $3,008-74.2% | $2,597-70.2% |
| Participant deferral / active EE | $1,463 | $3,246-54.9% | $4,395-66.7% | $4,028-63.7% |
| Admin fee / account holder | $5,067 | $4,397+15.3% | $5,325-4.8% | $5,404-6.2% |