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 | $54,079 | $69,012-21.6% | $160,037-66.2% | $68,490-21.0% |
| Participation rate | 68.0% | 65.4%+2.6pp | 78.0%-10.0pp | 67.9%+0.1pp |
| Annual return | -20.56% | -9.65%-10.9pp | 408.95%-429.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,069 | $2,212-51.7% | $4,226-74.7% | $2,597-58.8% |
| Participant deferral / active EE | $2,018 | $4,212-52.1% | $6,184-67.4% | $4,028-49.9% |
| Admin fee / account holder | $2,888 | $4,798-39.8% | $8,716-66.9% | $5,403-46.5% |