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 | $51,769 | $113,941-54.6% | $94,228-45.1% | $125,388-58.7% |
| Participation rate | 45.5% | 82.9%-37.4pp | 78.8%-33.3pp | 83.2%-37.7pp |
| Annual return | -22.20% | 5.29%-27.5pp | 10.68%-32.9pp | 282.24%-304.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,146 | $5,179-0.6% | $4,320+19.1% | $5,352-3.8% |
| Admin fee / account holder | $2,751 | $8,392-67.2% | $6,269-56.1% | $9,541-71.2% |