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 | $100,315 | $91,525+9.6% | $130,026-22.9% | $75,181+33.4% |
| Participation rate | 48.3% | 71.4%-23.2pp | 78.5%-30.2pp | 67.2%-18.9pp |
| Annual return | 11.76% | -631.40%+643.2pp | -137.26%+149.0pp | 160.69%-148.9pp |
| Employer contribution / active EE | $1,653 | $2,844-41.9% | $4,321-61.8% | $2,671-38.1% |
| Participant deferral / active EE | $2,738 | $4,342-36.9% | $5,821-53.0% | $4,126-33.6% |
| Admin fee / account holder | $6,779 | $6,7780% | $10,608-36.1% | $5,650+20.0% |