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 | $62,950 | $72,388-13.0% | $111,392-43.5% | $64,173-1.9% |
| Participation rate | 66.7% | 70.5%-3.8pp | 78.9%-12.2pp | 69.6%-2.9pp |
| Annual return | -8.08% | -1.50%-6.6pp | -2.06%-6.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,274 | $3,000+9.1% | $4,328-24.4% | $2,381+37.5% |
| Participant deferral / active EE | $5,404 | $4,241+27.4% | $5,567-2.9% | $3,470+55.7% |
| Admin fee / account holder | $2,633 | $5,719-54.0% | $12,266-78.5% | $4,887-46.1% |