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 | $193,885 | $138,102+40.4% | $125,381+54.6% | $134,532+44.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.51% | 750.73%-772.2pp | 572.31%-593.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,025 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $5,534 | $7,801-29.1% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $680 | $11,568-94.1% | $10,007-93.2% | $11,429-94.1% |