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 | $43,258 | $167,362-74.2% | $143,799-69.9% | $134,532-67.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.24% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,975 | $5,620-64.9% | $4,952-60.1% | $4,741-58.4% |
| Participant deferral / active EE | $4,407 | $6,447-31.7% | $5,638-21.8% | $6,401-31.2% |
| Admin fee / account holder | $575 | $18,094-96.8% | $14,677-96.1% | $11,429-95.0% |