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 | $169,038 | $83,427+102.6% | $115,756+46.0% | $68,486+146.8% |
| Participation rate | 51.6% | 71.9%-20.3pp | 77.1%-25.5pp | 67.9%-16.3pp |
| Annual return | -19.65% | -10.95%-8.7pp | 143.14%-162.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,219 | $3,075-27.8% | $3,793-41.5% | $2,597-14.5% |
| Participant deferral / active EE | $3,962 | $5,355-26.0% | $6,254-36.6% | $4,028-1.6% |
| Admin fee / account holder | $11,950 | $5,708+109.4% | $8,124+47.1% | $5,404+121.1% |