Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,889 | $82,678+11.1% | $125,391-26.7% | $68,490+34.2% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -25.91% | -5.97%-19.9pp | 572.41%-598.3pp | -7.85%-18.1pp |
| Employer contribution / active EE | $1,508 | $3,382-55.4% | $4,816-68.7% | $2,597-41.9% |
| Participant deferral / active EE | $5,481 | $6,111-10.3% | $7,448-26.4% | $4,028+36.1% |
| Admin fee / account holder | $5,482 | $6,277-12.7% | $10,009-45.2% | $5,403+1.5% |