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 | $146,849 | $82,674+77.6% | $125,381+17.1% | $68,486+114.4% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | -23.42% | -5.97%-17.4pp | 572.31%-595.7pp | -7.85%-15.6pp |
| Employer contribution / active EE | $2,161 | $3,382-36.1% | $4,815-55.1% | $2,597-16.8% |
| Participant deferral / active EE | $4,267 | $6,111-30.2% | $7,448-42.7% | $4,028+5.9% |
| Admin fee / account holder | $5,525 | $6,277-12.0% | $10,007-44.8% | $5,404+2.2% |