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 | $88,769 | $78,694+12.8% | $67,653+31.2% | $125,388-29.2% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -6.10% | 9.46%-15.6pp | 6625.22%-6631.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $559 | $3,044-81.6% | $2,266-75.3% | $4,866-88.5% |
| Participant deferral / active EE | $3,786 | $4,292-11.8% | $3,560+6.4% | $5,352-29.3% |
| Admin fee / account holder | $1,542 | $7,403-79.2% | $4,821-68.0% | $9,541-83.8% |