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 | $50,685 | $56,199-9.8% | $67,652-25.1% | $59,632-15.0% |
| Participation rate | 37.5% | 71.5%-34.0pp | 75.7%-38.2pp | 68.7%-31.2pp |
| Annual return | -9.00% | 18505.31%-18514.3pp | 6625.04%-6634.0pp | 2041.32%-2050.3pp |
| Employer contribution / active EE | $4,336 | $1,614+168.6% | $2,266+91.4% | $2,203+96.9% |
| Participant deferral / active EE | $2,150 | $2,844-24.4% | $3,560-39.6% | $3,192-32.6% |
| Admin fee / account holder | $2,453 | $3,958-38.0% | $4,821-49.1% | $4,297-42.9% |