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 | $176,406 | $114,013+54.7% | $103,693+70.1% | $155,188+13.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | -0.54% | 49.31%-49.9pp | 47.61%-48.2pp | 148.84%-149.4pp |
| Employer contribution / active EE | $900 | $3,131-71.3% | $2,920-69.2% | $4,248-78.8% |
| Participant deferral / active EE | $4,519 | $4,970-9.1% | $4,579-1.3% | $6,531-30.8% |
| Admin fee / account holder | $1,577 | $8,407-81.2% | $7,858-79.9% | $14,480-89.1% |