Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,167 | $100,805-23.4% | $86,698-11.0% | $134,532-42.6% |
| Participation rate | 42.9% | 79.0%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -20.81% | 29.09%-49.9pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,953 | $3,490-44.0% | $2,837-31.2% | $4,741-58.8% |
| Participant deferral / active EE | $6,545 | $5,339+22.6% | $4,656+40.6% | $6,401+2.3% |
| Admin fee / account holder | $17,170 | $10,925+57.2% | $7,493+129.2% | $11,429+50.2% |