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 | $77,452 | $48,274+60.4% | $63,244+22.5% | $59,633+29.9% |
| Participation rate | 48.9% | 66.3%-17.5pp | 71.0%-22.2pp | 68.7%-19.8pp |
| Annual return | -5.06% | -240.79%+235.7pp | -70.31%+65.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $2,057 | $1,586+29.7% | $2,322-11.4% | $2,203-6.6% |
| Participant deferral / active EE | $3,717 | $2,343+58.7% | $2,953+25.8% | $3,192+16.5% |
| Admin fee / account holder | $3,150 | $3,600-12.5% | $5,893-46.6% | $4,297-26.7% |