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 | $143,516 | $138,114+3.9% | $125,391+14.5% | $134,545+6.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -30.53% | 750.88%-781.4pp | 572.41%-602.9pp | 418.37%-448.9pp |
| Employer contribution / active EE | $2,287 | $5,246-56.4% | $4,816-52.5% | $4,742-51.8% |
| Participant deferral / active EE | $8,083 | $7,801+3.6% | $7,448+8.5% | $6,401+26.3% |
| Admin fee / account holder | $1,486 | $11,570-87.2% | $10,009-85.2% | $11,431-87.0% |