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 | $180,045 | $82,674+117.8% | $125,363+43.6% | $68,495+162.9% |
| Participation rate | 32.1% | 75.0%-42.9pp | 82.4%-50.2pp | 67.9%-35.7pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.15%-592.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,529 | $3,382-25.2% | $4,815-47.5% | $2,596-2.6% |
| Participant deferral / active EE | $2,877 | $6,111-52.9% | $7,447-61.4% | $4,028-28.6% |
| Admin fee / account holder | $5,663 | $6,276-9.8% | $10,005-43.4% | $5,403+4.8% |