Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,984 | $71,873-5.4% | $86,698-21.6% | $68,490-0.7% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -20.30% | 3.54%-23.8pp | 35.96%-56.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $4,976 | $2,173+129.0% | $2,837+75.4% | $2,597+91.6% |
| Participant deferral / active EE | $9,984 | $3,779+164.2% | $4,656+114.4% | $4,028+147.9% |
| Admin fee / account holder | $9,783 | $6,110+60.1% | $7,492+30.6% | $5,403+81.1% |