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 | $98,100 | $138,114-29.0% | $125,391-21.8% | $134,545-27.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.54% | 750.88%-773.4pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $2,815 | $5,246-46.3% | $4,816-41.5% | $4,742-40.6% |
| Participant deferral / active EE | $10,134 | $7,801+29.9% | $7,448+36.1% | $6,401+58.3% |
| Admin fee / account holder | $4,335 | $11,570-62.5% | $10,009-56.7% | $11,431-62.1% |