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 | $63,287 | $27,632+129.0% | $61,452+3.0% | $68,486-7.6% |
| Participation rate | 65.4% | 39.5%+25.9pp | 52.6%+12.8pp | 67.9%-2.5pp |
| Annual return | -23.01% | -13.24%-9.8pp | 338.96%-362.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $438 | $696-37.1% | $1,160-62.3% | $2,597-83.1% |
| Participant deferral / active EE | $2,794 | $1,264+121.1% | $2,125+31.5% | $4,028-30.6% |
| Admin fee / account holder | $2,086 | $2,010+3.7% | $2,131-2.1% | $5,404-61.4% |