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 | $83,419 | $56,200+48.4% | $67,653+23.3% | $59,633+39.9% |
| Participation rate | 68.1% | 71.5%-3.4pp | 75.7%-7.6pp | 68.7%-0.6pp |
| Annual return | -2.38% | 18506.71%-18509.1pp | 6625.22%-6627.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $2,103 | $1,615+30.3% | $2,266-7.2% | $2,203-4.5% |
| Participant deferral / active EE | $4,797 | $2,843+68.7% | $3,560+34.7% | $3,192+50.3% |
| Admin fee / account holder | $1,642 | $3,959-58.5% | $4,821-65.9% | $4,297-61.8% |