Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,960 | $167,504-62.4% | $151,628-58.5% | $134,509-53.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -40.98% | 7.81%-48.8pp | 3.34%-44.3pp | 418.13%-459.1pp |
| Employer contribution / active EE | $8,338 | $6,828+22.1% | $6,165+35.2% | $4,741+75.9% |
| Participant deferral / active EE | $12,775 | $8,985+42.2% | $8,363+52.8% | $6,400+99.6% |
| Admin fee / account holder | $2,397 | $13,779-82.6% | $11,613-79.4% | $11,427-79.0% |