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 | $107,111 | $91,525+17.0% | $130,026-17.6% | $75,181+42.5% |
| Participation rate | 65.9% | 71.4%-5.6pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 9.68% | -631.40%+641.1pp | -137.26%+146.9pp | 160.69%-151.0pp |
| Employer contribution / active EE | $1,768 | $2,844-37.8% | $4,321-59.1% | $2,671-33.8% |
| Participant deferral / active EE | $3,342 | $4,342-23.0% | $5,821-42.6% | $4,126-19.0% |
| Admin fee / account holder | $1,264 | $6,778-81.4% | $10,608-88.1% | $5,650-77.6% |