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 | $108,852 | $99,032+9.9% | $80,022+36.0% | $135,379-19.6% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -9.19% | 15.39%-24.6pp | 11.22%-20.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,734 | $3,043-43.0% | $2,468-29.7% | $4,779-63.7% |
| Participant deferral / active EE | $6,316 | $4,282+47.5% | $3,686+71.4% | $5,609+12.6% |
| Admin fee / account holder | $575 | $10,436-94.5% | $6,521-91.2% | $10,828-94.7% |