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 | $105,697 | $82,678+27.8% | $125,391-15.7% | $68,490+54.3% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.41%-592.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $3,906 | $3,382+15.5% | $4,816-18.9% | $2,597+50.4% |
| Participant deferral / active EE | $5,954 | $6,111-2.6% | $7,448-20.1% | $4,028+47.8% |
| Admin fee / account holder | $3,211 | $6,277-48.9% | $10,009-67.9% | $5,403-40.6% |