Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,777 | $100,7920% | $86,691+16.2% | $134,509-25.1% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -26.46% | 29.08%-55.5pp | 35.94%-62.4pp | 418.13%-444.6pp |
| Employer contribution / active EE | $992 | $3,491-71.6% | $2,837-65.1% | $4,741-79.1% |
| Participant deferral / active EE | $5,466 | $5,339+2.4% | $4,656+17.4% | $6,400-14.6% |
| Admin fee / account holder | $1,107 | $10,924-89.9% | $7,492-85.2% | $11,427-90.3% |