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 | $97,300 | $82,674+17.7% | $125,363-22.4% | $68,495+42.1% |
| Participation rate | 62.9% | 75.0%-12.2pp | 82.4%-19.5pp | 67.9%-5.0pp |
| Annual return | -19.68% | -5.97%-13.7pp | 572.15%-591.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,229 | $3,382-34.1% | $4,815-53.7% | $2,596-14.2% |
| Participant deferral / active EE | $4,888 | $6,111-20.0% | $7,447-34.4% | $4,028+21.4% |
| Admin fee / account holder | $10,555 | $6,276+68.2% | $10,005+5.5% | $5,403+95.3% |