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 | $46,168 | $168,635-72.6% | $147,617-68.7% | $125,389-63.2% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -4.99% | 77.65%-82.6pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,599 | $6,252-74.4% | $5,564-71.3% | $4,866-67.1% |
| Participant deferral / active EE | $2,374 | $5,507-56.9% | $4,895-51.5% | $5,352-55.6% |
| Admin fee / account holder | $4,555 | $13,580-66.5% | $11,612-60.8% | $9,541-52.3% |