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 | $91,969 | $95,917-4.1% | $79,583+15.6% | $134,545-31.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.65% | -2.70%-17.9pp | 0.16%-20.8pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,001 | $3,129-68.0% | $2,414-58.5% | $4,742-78.9% |
| Participant deferral / active EE | $3,959 | $4,694-15.7% | $3,986-0.7% | $6,401-38.2% |
| Admin fee / account holder | $851 | $9,132-90.7% | $6,835-87.6% | $11,431-92.6% |