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 | $169,171 | $105,867+59.8% | $90,760+86.4% | $134,532+25.7% |
| Participation rate | 58.8% | 78.3%-19.4pp | 75.7%-16.9pp | 81.2%-22.4pp |
| Annual return | -21.38% | -10.99%-10.4pp | -12.16%-9.2pp | 418.27%-439.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,920 | $5,217-44.0% | $4,565-36.0% | $6,401-54.4% |
| Admin fee / account holder | $74,334 | $13,936+433.4% | $8,444+780.3% | $11,429+550.4% |