Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,640 | $81,331-30.4% | $155,534-63.6% | $80,935-30.0% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | -85.56% | 33.37%-118.9pp | 64.92%-150.5pp | 35.66%-121.2pp |
| Employer contribution / active EE | $2,928 | $3,105-5.7% | $4,675-37.4% | $2,757+6.2% |
| Participant deferral / active EE | $3,977 | $3,454+15.1% | $5,630-29.4% | $4,299-7.5% |
| Admin fee / account holder | $748 | $7,999-90.7% | $15,900-95.3% | $6,924-89.2% |