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 | $99,209 | $82,674+20.0% | $125,381-20.9% | $68,486+44.9% |
| Participation rate | 60.6% | 75.1%-14.4pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -19.84% | -5.97%-13.9pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,247 | $3,382-4.0% | $4,815-32.6% | $2,597+25.0% |
| Participant deferral / active EE | $3,198 | $6,111-47.7% | $7,448-57.1% | $4,028-20.6% |
| Admin fee / account holder | $683 | $6,277-89.1% | $10,007-93.2% | $5,404-87.4% |