Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $176,774 | $138,078+28.0% | $125,363+41.0% | $134,509+31.4% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -22.74% | 750.49%-773.2pp | 572.15%-594.9pp | 418.13%-440.9pp |
| Employer contribution / active EE | $10,125 | $5,245+93.1% | $4,815+110.3% | $4,741+113.6% |
| Participant deferral / active EE | $5,125 | $7,800-34.3% | $7,447-31.2% | $6,400-19.9% |
| Admin fee / account holder | $2,382 | $11,566-79.4% | $10,005-76.2% | $11,427-79.2% |