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 | $86,669 | $176,688-50.9% | $130,660-33.7% | $152,885-43.3% |
| Participation rate | 69.2% | 79.0%-9.7pp | 71.7%-2.5pp | 82.5%-13.2pp |
| Annual return | -29.02% | 2693.08%-2722.1pp | 1709.29%-1738.3pp | 345.39%-374.4pp |
| Employer contribution / active EE | $1,058 | $5,743-81.6% | $4,092-74.1% | $4,763-77.8% |
| Participant deferral / active EE | $3,839 | $4,362-12.0% | $3,603+6.5% | $5,851-34.4% |
| Admin fee / account holder | $58,470 | $7,131+720.0% | $5,463+970.3% | $11,598+404.1% |