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 | $192,861 | $162,821+18.4% | $133,978+43.9% | $158,982+21.3% |
| Participation rate | 43.8% | 83.2%-39.5pp | 79.8%-36.1pp | 82.0%-38.2pp |
| Annual return | -6.21% | 41.95%-48.2pp | 45.10%-51.3pp | 302.99%-309.2pp |
| Employer contribution / active EE | $2,502 | $4,976-49.7% | $3,919-36.2% | $4,763-47.5% |
| Participant deferral / active EE | $6,556 | $5,910+10.9% | $5,047+29.9% | $5,983+9.6% |
| Admin fee / account holder | $1,259 | $11,742-89.3% | $8,930-85.9% | $11,252-88.8% |