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 | $64,134 | $55,449+15.7% | $83,831-23.5% | $56,289+13.9% |
| Participation rate | 45.3% | 68.0%-22.7pp | 76.1%-30.9pp | 69.9%-24.6pp |
| Annual return | -8.20% | -1.38%-6.8pp | 850.99%-859.2pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,451 | $2,430-40.3% | $3,631-60.0% | $2,111-31.3% |
| Participant deferral / active EE | $2,529 | $2,935-13.8% | $4,082-38.0% | $3,350-24.5% |
| Admin fee / account holder | $3,525 | $656+437.3% | $5,479-35.7% | $521+576.6% |