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 | $105,086 | $59,116+77.8% | $86,438+21.6% | $68,486+53.4% |
| Participation rate | 67.6% | 75.2%-7.6pp | 80.3%-12.7pp | 67.9%-0.2pp |
| Annual return | -19.76% | -0.23%-19.5pp | 4397.19%-4416.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $5,279 | $2,519+109.6% | $3,769+40.0% | $2,597+103.3% |
| Participant deferral / active EE | $5,384 | $5,902-8.8% | $6,952-22.6% | $4,028+33.7% |
| Admin fee / account holder | $4,153 | $5,639-26.4% | $6,733-38.3% | $5,404-23.2% |