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 | $88,106 | $52,678+67.3% | $75,784+16.3% | $59,633+47.7% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.8%-11.9pp | 68.7%-4.8pp |
| Annual return | -3.32% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $1,059 | $2,193-51.7% | $3,323-68.1% | $2,203-51.9% |
| Participant deferral / active EE | $5,525 | $2,591+113.3% | $3,652+51.3% | $3,192+73.1% |
| Admin fee / account holder | $779 | $3,610-78.4% | $5,300-85.3% | $4,297-81.9% |