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 | $53,422 | $84,697-36.9% | $73,845-27.7% | $125,393-57.4% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.4%-8.4pp | 83.2%-18.2pp |
| Annual return | -4.21% | 3123.66%-3127.9pp | 2267.91%-2272.1pp | 282.23%-286.4pp |
| Employer contribution / active EE | $534 | $3,123-82.9% | $2,788-80.8% | $4,866-89.0% |
| Participant deferral / active EE | $602 | $3,993-84.9% | $3,583-83.2% | $5,351-88.8% |
| Admin fee / account holder | $719 | $5,692-87.4% | $4,881-85.3% | $9,541-92.5% |