Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $149,640 | $129,959+15.1% | $104,301+43.5% | $134,532+11.2% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -22.40% | 42.04%-64.4pp | 24.61%-47.0pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,008 | $4,185-75.9% | $3,373-70.1% | $4,741-78.7% |
| Participant deferral / active EE | $4,226 | $5,589-24.4% | $4,626-8.6% | $6,401-34.0% |
| Admin fee / account holder | $1,616 | $9,325-82.7% | $7,340-78.0% | $11,429-85.9% |