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 | $139,371 | $78,694+77.1% | $67,653+106.0% | $125,388+11.2% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -6.26% | 9.46%-15.7pp | 6625.22%-6631.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,600 | $3,044-47.4% | $2,266-29.4% | $4,866-67.1% |
| Participant deferral / active EE | $3,560 | $4,292-17.1% | $3,5600% | $5,352-33.5% |
| Admin fee / account holder | $4,168 | $7,403-43.7% | $4,821-13.5% | $9,541-56.3% |