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 | $41,124 | $209,422-80.4% | $178,503-77.0% | $158,982-74.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -2.48% | 188.81%-191.3pp | 151.12%-153.6pp | 302.99%-305.5pp |
| Employer contribution / active EE | $8,503 | $5,707+49.0% | $5,011+69.7% | $4,763+78.5% |
| Participant deferral / active EE | $9,208 | $5,955+54.6% | $5,202+77.0% | $5,983+53.9% |
| Admin fee / account holder | $270,539 | $17,079+1484.0% | $13,987+1834.2% | $11,252+2304.5% |