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 | $128,984 | $92,766+39.0% | $82,763+55.8% | $134,545-4.1% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -23.85% | 946.97%-970.8pp | 702.45%-726.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $713 | $3,273-78.2% | $3,008-76.3% | $4,742-85.0% |
| Participant deferral / active EE | $1,706 | $4,802-64.5% | $4,395-61.2% | $6,401-73.3% |
| Admin fee / account holder | $1,513 | $5,978-74.7% | $5,325-71.6% | $11,431-86.8% |