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 | $172,184 | $159,978+7.6% | $147,041+17.1% | $145,978+18.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | -68.06% | 98.36%-166.4pp | 419.21%-487.3pp | 550.52%-618.6pp |
| Employer contribution / active EE | $3,606 | $5,288-31.8% | $4,935-26.9% | $4,662-22.6% |
| Participant deferral / active EE | $4,539 | $8,429-46.2% | $8,071-43.8% | $6,690-32.2% |
| Admin fee / account holder | $20,336 | $15,053+35.1% | $13,006+56.4% | $13,400+51.8% |