Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,596 | $56,197+11.4% | $67,652-7.5% | $59,633+5.0% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | -3.21% | 18508.10%-18511.3pp | 6625.40%-6628.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,464 | $1,615-9.3% | $2,266-35.4% | $2,203-33.5% |
| Participant deferral / active EE | $3,095 | $2,844+8.8% | $3,560-13.1% | $3,192-3.0% |
| Admin fee / account holder | $1,897 | $3,958-52.1% | $4,821-60.6% | $4,297-55.8% |