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 | $139,040 | $141,001-1.4% | $112,228+23.9% | $139,487-0.3% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -36.47% | 32.75%-69.2pp | 30.23%-66.7pp | 373.84%-410.3pp |
| Employer contribution / active EE | $1,233 | $4,285-71.2% | $3,432-64.1% | $4,755-74.1% |
| Participant deferral / active EE | $2,306 | $5,877-60.8% | $4,800-52.0% | $6,713-65.7% |
| Admin fee / account holder | $14,261 | $9,959+43.2% | $7,752+84.0% | $11,407+25.0% |