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 | $182,455 | $133,981+36.2% | $112,249+62.5% | $134,532+35.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -22.93% | 47.16%-70.1pp | 27.48%-50.4pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,406 | $4,040-65.2% | $3,636-61.3% | $4,741-70.3% |
| Participant deferral / active EE | $3,313 | $5,292-37.4% | $4,729-30.0% | $6,401-48.2% |
| Admin fee / account holder | $1,561 | $7,492-79.2% | $6,412-75.7% | $11,429-86.3% |