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 | $94,695 | $57,352+65.1% | $83,830+13.0% | $64,173+47.6% |
| Participation rate | 65.4% | 68.6%-3.2pp | 76.1%-10.8pp | 69.6%-4.2pp |
| Annual return | -8.82% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,793 | $2,546+9.7% | $3,631-23.1% | $2,381+17.3% |
| Participant deferral / active EE | $5,200 | $2,993+73.7% | $4,082+27.4% | $3,470+49.9% |
| Admin fee / account holder | $676 | $4,046-83.3% | $5,479-87.7% | $4,887-86.2% |