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 | $97,384 | $138,072-29.5% | $123,549-21.2% | $135,382-28.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.06% | 153.69%-165.8pp | 119.20%-131.3pp | 519.77%-531.8pp |
| Employer contribution / active EE | $3,291 | $5,152-36.1% | $4,628-28.9% | $4,779-31.1% |
| Participant deferral / active EE | $8,625 | $6,799+26.9% | $6,426+34.2% | $5,609+53.8% |
| Admin fee / account holder | $1,475 | $10,917-86.5% | $9,284-84.1% | $10,829-86.4% |