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 | $89,977 | $43,730+105.8% | $121,220-25.8% | $64,173+40.2% |
| Participation rate | 30.9% | 58.3%-27.4pp | 71.8%-40.9pp | 69.6%-38.7pp |
| Annual return | -19.73% | 68.94%-88.7pp | 16.94%-36.7pp | 7.63%-27.4pp |
| Employer contribution / active EE | $314 | $1,297-75.8% | $4,023-92.2% | $2,381-86.8% |
| Participant deferral / active EE | $895 | $2,281-60.8% | $3,345-73.2% | $3,470-74.2% |
| Admin fee / account holder | $6,982 | $3,502+99.3% | $5,021+39.1% | $4,887+42.9% |