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 | $90,863 | $56,197+61.7% | $67,652+34.3% | $59,633+52.4% |
| Participation rate | 59.4% | 71.5%-12.1pp | 75.7%-16.3pp | 68.7%-9.3pp |
| Annual return | -2.95% | 18508.10%-18511.1pp | 6625.40%-6628.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,409 | $2,844+19.9% | $3,560-4.2% | $3,192+6.8% |
| Admin fee / account holder | $7,595 | $3,958+91.9% | $4,821+57.5% | $4,297+76.7% |