Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $205,566 | $64,729+217.6% | $112,263+83.1% | $68,490+200.1% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -22.67% | -11.40%-11.3pp | 27.49%-50.2pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,025 | $2,746-62.7% | $3,636-71.8% | $2,597-60.5% |
| Participant deferral / active EE | $3,088 | $3,566-13.4% | $4,729-34.7% | $4,028-23.3% |
| Admin fee / account holder | $2,924 | $5,222-44.0% | $6,410-54.4% | $5,403-45.9% |