Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,296 | $112,935-10.3% | $90,970+11.4% | $158,966-36.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -13.99% | 215.79%-229.8pp | 134.58%-148.6pp | 302.95%-316.9pp |
| Employer contribution / active EE | $1,263 | $2,895-56.4% | $2,122-40.5% | $4,762-73.5% |
| Participant deferral / active EE | $2,639 | $4,129-36.1% | $3,373-21.8% | $5,983-55.9% |
| Admin fee / account holder | $30,549 | $8,045+279.7% | $5,960+412.5% | $11,250+171.5% |