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 | $247,785 | $138,102+79.4% | $125,381+97.6% | $134,532+84.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -41.92% | 750.73%-792.6pp | 572.31%-614.2pp | 418.27%-460.2pp |
| Employer contribution / active EE | $3,752 | $5,245-28.5% | $4,815-22.1% | $4,741-20.9% |
| Participant deferral / active EE | $28,390 | $7,801+263.9% | $7,448+281.2% | $6,401+343.5% |
| Admin fee / account holder | $321 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |