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 | $81,025 | $73,009+11.0% | $90,760-10.7% | $68,486+18.3% |
| Participation rate | 57.9% | 70.8%-12.9pp | 75.7%-17.8pp | 67.9%-10.0pp |
| Annual return | -18.91% | -13.81%-5.1pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $805 | $2,193-63.3% | $2,922-72.4% | $2,597-69.0% |
| Participant deferral / active EE | $3,353 | $3,626-7.5% | $4,565-26.5% | $4,028-16.7% |
| Admin fee / account holder | $15,110 | $5,896+156.3% | $8,444+78.9% | $5,404+179.6% |