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 | $82,111 | $64,716+26.9% | $112,258-26.9% | $68,495+19.9% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,665 | $2,746-39.4% | $3,636-54.2% | $2,596-35.9% |
| Participant deferral / active EE | $4,024 | $3,565+12.9% | $4,728-14.9% | $4,028-0.1% |
| Admin fee / account holder | $652 | $5,232-87.5% | $6,411-89.8% | $5,403-87.9% |