Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $121,474 | $67,372+80.3% | $60,906+99.4% | $134,532-9.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -24.25% | 50.05%-74.3pp | 16.94%-41.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $10,125 | $3,099+226.7% | $2,703+274.6% | $4,741+113.6% |
| Participant deferral / active EE | $10,250 | $4,532+126.2% | $3,814+168.8% | $6,401+60.1% |
| Admin fee / account holder | $1,462 | $4,588-68.1% | $3,227-54.7% | $11,429-87.2% |