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 | $140,061 | $102,429+36.7% | $147,096-4.8% | $80,925+73.1% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | -46.06% | 135.02%-181.1pp | 419.75%-465.8pp | 35.65%-81.7pp |
| Employer contribution / active EE | $2,249 | $3,716-39.5% | $4,936-54.4% | $2,756-18.4% |
| Participant deferral / active EE | $7,361 | $6,649+10.7% | $8,071-8.8% | $4,299+71.3% |
| Admin fee / account holder | $1,991 | $7,957-75.0% | $13,005-84.7% | $6,940-71.3% |