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 | $199,816 | $138,102+44.7% | $125,381+59.4% | $134,532+48.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.41% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $5,731 | $5,245+9.3% | $4,815+19.0% | $4,741+20.9% |
| Participant deferral / active EE | $3,371 | $7,801-56.8% | $7,448-54.7% | $6,401-47.3% |
| Admin fee / account holder | $2,333 | $11,568-79.8% | $10,007-76.7% | $11,429-79.6% |