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 | $121,061 | $109,344+10.7% | $89,400+35.4% | $158,950-23.8% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.0%-52.6pp | 82.0%-66.6pp |
| Annual return | -2.14% | 345.73%-347.9pp | 245.64%-247.8pp | 302.91%-305.1pp |
| Employer contribution / active EE | $1,653 | $3,170-47.9% | $2,586-36.1% | $4,762-65.3% |
| Participant deferral / active EE | $3,046 | $4,599-33.8% | $3,890-21.7% | $5,983-49.1% |
| Admin fee / account holder | $187,868 | $6,154+2952.8% | $4,882+3748.3% | $11,248+1570.2% |