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 | $151,671 | $91,537+65.7% | $130,045+16.6% | $75,173+101.8% |
| Participation rate | 35.7% | 71.5%-35.7pp | 78.5%-42.8pp | 67.2%-31.5pp |
| Annual return | 10.41% | -631.55%+642.0pp | -137.30%+147.7pp | 160.72%-150.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,614 | $4,343+29.3% | $5,820-3.5% | $4,126+36.1% |
| Admin fee / account holder | $11,812 | $6,780+74.2% | $10,600+11.4% | $5,651+109.0% |