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 | $144,086 | $111,535+29.2% | $105,223+36.9% | $137,256+5.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | -10.97% | 237.85%-248.8pp | 180.65%-191.6pp | 220.34%-231.3pp |
| Employer contribution / active EE | $2,167 | $3,939-45.0% | $3,689-41.3% | $4,156-47.9% |
| Participant deferral / active EE | $13,644 | $5,500+148.1% | $5,072+169.0% | $6,407+113.0% |
| Admin fee / account holder | $33,839 | $9,721+248.1% | $8,859+282.0% | $12,270+175.8% |