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 | $104,922 | $67,396+55.7% | $60,919+72.2% | $134,545-22.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -23.45% | 50.12%-73.6pp | 16.96%-40.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,010 | $3,101-67.4% | $2,704-62.7% | $4,742-78.7% |
| Participant deferral / active EE | $3,046 | $4,534-32.8% | $3,814-20.1% | $6,401-52.4% |
| Admin fee / account holder | $1,235 | $4,590-73.1% | $3,228-61.7% | $11,431-89.2% |