Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,974 | $64,729+28.2% | $112,263-26.1% | $68,490+21.1% |
| Participation rate | 59.3% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.6pp |
| Annual return | -19.71% | -11.40%-8.3pp | 27.49%-47.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,919 | $2,746-30.1% | $3,636-47.2% | $2,597-26.1% |
| Participant deferral / active EE | $5,476 | $3,566+53.6% | $4,729+15.8% | $4,028+36.0% |
| Admin fee / account holder | $2,356 | $5,222-54.9% | $6,410-63.3% | $5,403-56.4% |