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 | $98,053 | $59,116+65.9% | $86,438+13.4% | $68,486+43.2% |
| Participation rate | 68.8% | 75.2%-6.5pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -20.60% | -0.23%-20.4pp | 4397.19%-4417.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $358 | $2,519-85.8% | $3,769-90.5% | $2,597-86.2% |
| Participant deferral / active EE | $6,825 | $5,902+15.6% | $6,952-1.8% | $4,028+69.4% |
| Admin fee / account holder | $2,441 | $5,639-56.7% | $6,733-63.7% | $5,404-54.8% |