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 | $155,658 | $142,392+9.3% | $119,622+30.1% | $134,532+15.7% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -23.08% | -12.46%-10.6pp | -14.98%-8.1pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,601 | $5,224-69.3% | $4,232-62.2% | $4,741-66.2% |
| Participant deferral / active EE | $3,846 | $6,467-40.5% | $5,601-31.3% | $6,401-39.9% |
| Admin fee / account holder | $1,004 | $13,593-92.6% | $10,328-90.3% | $11,429-91.2% |