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 | $130,360 | $57,312+127.5% | $86,617+50.5% | $75,181+73.4% |
| Participation rate | 36.0% | 63.2%-27.2pp | 71.7%-35.7pp | 67.2%-31.2pp |
| Annual return | -1.16% | 2672.78%-2673.9pp | 591.91%-593.1pp | 160.69%-161.8pp |
| Employer contribution / active EE | $1,041 | $2,315-55.0% | $3,023-65.6% | $2,671-61.0% |
| Participant deferral / active EE | $1,788 | $3,319-46.1% | $4,437-59.7% | $4,126-56.7% |
| Admin fee / account holder | $390 | $4,114-90.5% | $5,613-93.0% | $5,650-93.1% |