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 | $176,156 | $59,111+198.0% | $86,451+103.8% | $68,490+157.2% |
| Participation rate | 46.2% | 75.2%-29.1pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -19.59% | -0.22%-19.4pp | 4398.51%-4418.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,685 | $5,900-37.5% | $6,953-47.0% | $4,028-8.5% |
| Admin fee / account holder | $7,995 | $5,640+41.8% | $6,734+18.7% | $5,403+48.0% |