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 | $160,256 | $84,628+89.4% | $61,501+160.6% | $134,545+19.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -25.37% | 585.61%-611.0pp | 339.04%-364.4pp | 418.37%-443.7pp |
| Employer contribution / active EE | $700 | $1,545-54.7% | $1,160-39.6% | $4,742-85.2% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.6% | $6,401+40.6% |
| Admin fee / account holder | $673 | $2,587-74.0% | $2,132-68.4% | $11,431-94.1% |