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 | $102,995 | $102,638+0.3% | $81,991+25.6% | $158,966-35.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | -2.62% | 61.05%-63.7pp | 41.31%-43.9pp | 302.95%-305.6pp |
| Employer contribution / active EE | $2,096 | $3,241-35.3% | $2,498-16.1% | $4,762-56.0% |
| Participant deferral / active EE | $2,513 | $4,649-45.9% | $3,722-32.5% | $5,983-58.0% |
| Admin fee / account holder | $13,893 | $8,237+68.7% | $5,665+145.3% | $11,250+23.5% |