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 | $95,877 | $91,536+4.7% | $130,062-26.3% | $75,177+27.5% |
| Participation rate | 40.0% | 71.5%-31.5pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 6.78% | -631.62%+638.4pp | -137.37%+144.1pp | 160.75%-154.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,643 | $4,343-16.1% | $5,821-37.4% | $4,126-11.7% |
| Admin fee / account holder | $19,911 | $6,780+193.7% | $10,601+87.8% | $5,651+252.3% |