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 | $155,289 | $59,819+159.6% | $79,583+95.1% | $68,490+126.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -21.65% | -12.30%-9.4pp | 0.16%-21.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,046 | $1,505-30.5% | $2,414-56.7% | $2,597-59.7% |
| Participant deferral / active EE | $1,877 | $3,025-37.9% | $3,986-52.9% | $4,028-53.4% |
| Admin fee / account holder | $23,229 | $4,835+380.4% | $6,835+239.8% | $5,403+329.9% |