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 | $207,229 | $100,792+105.6% | $86,691+139.0% | $134,509+54.1% |
| Participation rate | 47.4% | 78.9%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -25.25% | 29.08%-54.3pp | 35.94%-61.2pp | 418.13%-443.4pp |
| Employer contribution / active EE | $3,341 | $3,491-4.3% | $2,837+17.8% | $4,741-29.5% |
| Participant deferral / active EE | $8,404 | $5,339+57.4% | $4,656+80.5% | $6,400+31.3% |
| Admin fee / account holder | $4,862 | $10,924-55.5% | $7,492-35.1% | $11,427-57.5% |