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 | $123,055 | $75,962+62.0% | $154,111-20.2% | $64,173+91.8% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -9.65% | 30.32%-40.0pp | 735.18%-744.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $3,031 | $3,350-9.5% | $5,298-42.8% | $2,381+27.3% |
| Participant deferral / active EE | $6,501 | $3,175+104.8% | $5,081+28.0% | $3,470+87.4% |
| Admin fee / account holder | $449 | $5,589-92.0% | $13,411-96.7% | $4,887-90.8% |