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 | $173,751 | $71,873+141.7% | $86,698+100.4% | $68,490+153.7% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -22.77% | 3.54%-26.3pp | 35.96%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $2,019 | $2,173-7.1% | $2,837-28.8% | $2,597-22.3% |
| Participant deferral / active EE | $4,405 | $3,779+16.6% | $4,656-5.4% | $4,028+9.4% |
| Admin fee / account holder | $33,033 | $6,110+440.6% | $7,492+340.9% | $5,403+511.4% |