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 | $108,841 | $102,382+6.3% | $147,005-26.0% | $80,874+34.6% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.2%-23.0pp | 67.6%-8.4pp |
| Annual return | -10.34% | 134.89%-145.2pp | 418.76%-429.1pp | 35.62%-46.0pp |
| Employer contribution / active EE | $3,281 | $3,715-11.7% | $4,934-33.5% | $2,756+19.1% |
| Participant deferral / active EE | $6,356 | $6,646-4.4% | $8,070-21.2% | $4,297+47.9% |
| Admin fee / account holder | $24,510 | $7,942+208.6% | $13,006+88.4% | $6,935+253.4% |