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 | $137,896 | $76,634+79.9% | $56,054+146.0% | $145,978-5.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | -2.64% | 3004.33%-3007.0pp | 1705.95%-1708.6pp | 550.52%-553.2pp |
| Employer contribution / active EE | $1,275 | $1,380-7.6% | $1,039+22.7% | $4,662-72.6% |
| Participant deferral / active EE | $2,088 | $2,622-20.4% | $1,952+7.0% | $6,690-68.8% |
| Admin fee / account holder | $412 | $3,321-87.6% | $2,822-85.4% | $13,400-96.9% |