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 | $86,374 | $72,071+19.8% | $68,368+26.3% | $137,256-37.1% |
| Participation rate | 26.1% | 76.2%-50.1pp | 73.8%-47.7pp | 80.0%-53.9pp |
| Annual return | -29.00% | 353.14%-382.1pp | 292.57%-321.6pp | 220.34%-249.3pp |
| Employer contribution / active EE | $498 | $2,788-82.1% | $2,649-81.2% | $4,156-88.0% |
| Participant deferral / active EE | $1,099 | $4,410-75.1% | $4,123-73.3% | $6,407-82.8% |
| Admin fee / account holder | $3,105 | $5,336-41.8% | $5,150-39.7% | $12,270-74.7% |