Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,999 | $91,525-31.2% | $130,026-51.5% | $75,181-16.2% |
| Participation rate | 57.6% | 71.4%-13.9pp | 78.5%-20.9pp | 67.2%-9.6pp |
| Annual return | 9.94% | -631.40%+641.3pp | -137.26%+147.2pp | 160.69%-150.7pp |
| Employer contribution / active EE | $1,967 | $2,844-30.8% | $4,321-54.5% | $2,671-26.4% |
| Participant deferral / active EE | $2,386 | $4,342-45.1% | $5,821-59.0% | $4,126-42.2% |
| Admin fee / account holder | $16,817 | $6,778+148.1% | $10,608+58.5% | $5,650+197.6% |