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 | $70,082 | $138,075-49.2% | $123,552-43.3% | $135,379-48.2% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -10.86% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,108 | $5,152-78.5% | $4,628-76.1% | $4,779-76.8% |
| Participant deferral / active EE | $3,137 | $6,800-53.9% | $6,426-51.2% | $5,609-44.1% |
| Admin fee / account holder | $523 | $10,917-95.2% | $9,285-94.4% | $10,828-95.2% |