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 | $148,237 | $141,001+5.1% | $112,228+32.1% | $139,487+6.3% |
| Participation rate | 65.0% | 79.2%-14.2pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | -1.78% | 32.75%-34.5pp | 30.23%-32.0pp | 373.84%-375.6pp |
| Employer contribution / active EE | $19,263 | $4,285+349.6% | $3,432+461.4% | $4,755+305.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,733 | $9,959-42.4% | $7,752-26.0% | $11,407-49.7% |