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 | $116,842 | $93,117+25.5% | $77,096+51.6% | $134,532-13.1% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -22.47% | 62.67%-85.1pp | 42.35%-64.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,447 | $3,420-28.5% | $2,814-13.0% | $4,741-48.4% |
| Participant deferral / active EE | $10,290 | $5,241+96.3% | $4,429+132.3% | $6,401+60.8% |
| Admin fee / account holder | $769 | $6,948-88.9% | $5,428-85.8% | $11,429-93.3% |