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 | $82,028 | $72,177+13.6% | $115,037-28.7% | $59,633+37.6% |
| Participation rate | 34.6% | 72.6%-37.9pp | 81.4%-46.8pp | 68.7%-34.1pp |
| Annual return | -3.06% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,523 | $4,783-5.4% | $6,026-24.9% | $3,192+41.7% |
| Admin fee / account holder | $7,009 | $4,927+42.3% | $8,175-14.3% | $4,297+63.1% |