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 | $44,315 | $54,355-18.5% | $82,744-46.4% | $68,486-35.3% |
| Participation rate | 47.6% | 63.9%-16.3pp | 72.6%-24.9pp | 67.9%-20.3pp |
| Annual return | -20.71% | -13.67%-7.0pp | 702.22%-722.9pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,482 | $2,219+11.9% | $3,008-17.5% | $2,597-4.4% |
| Participant deferral / active EE | $4,240 | $3,246+30.6% | $4,395-3.5% | $4,028+5.3% |
| Admin fee / account holder | $1,230 | $4,397-72.0% | $5,325-76.9% | $5,404-77.2% |