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 | $108,511 | $56,197+93.1% | $67,652+60.4% | $59,633+82.0% |
| Participation rate | 69.0% | 71.5%-2.5pp | 75.7%-6.7pp | 68.7%+0.3pp |
| Annual return | -3.87% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $360 | $1,615-77.7% | $2,266-84.1% | $2,203-83.6% |
| Participant deferral / active EE | $4,908 | $2,844+72.6% | $3,560+37.9% | $3,192+53.8% |
| Admin fee / account holder | $21,119 | $3,958+433.6% | $4,821+338.1% | $4,297+391.5% |