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 | $51,588 | $82,674-37.6% | $125,381-58.9% | $68,486-24.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,408 | $3,382-58.4% | $4,815-70.8% | $2,597-45.8% |
| Participant deferral / active EE | $6,449 | $6,111+5.5% | $7,448-13.4% | $4,028+60.1% |
| Admin fee / account holder | $2,646 | $6,277-57.8% | $10,007-73.6% | $5,404-51.0% |