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 | $144,268 | $107,353+34.4% | $92,903+55.3% | $152,885-5.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | -3.63% | 145.62%-149.2pp | 109.43%-113.1pp | 345.39%-349.0pp |
| Employer contribution / active EE | $12,402 | $4,222+193.8% | $3,653+239.5% | $4,763+160.4% |
| Participant deferral / active EE | $6,333 | $4,848+30.7% | $4,238+49.4% | $5,851+8.2% |
| Admin fee / account holder | $674 | $7,081-90.5% | $5,795-88.4% | $11,598-94.2% |