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 | $95,406 | $138,078-30.9% | $125,363-23.9% | $134,509-29.1% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -21.63% | 750.49%-772.1pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,918 | $5,245-63.4% | $4,815-60.2% | $4,741-59.5% |
| Participant deferral / active EE | $4,074 | $7,800-47.8% | $7,447-45.3% | $6,400-36.3% |
| Admin fee / account holder | $15,130 | $11,566+30.8% | $10,005+51.2% | $11,427+32.4% |