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 | $74,002 | $54,370+36.1% | $82,763-10.6% | $68,490+8.0% |
| Participation rate | 69.4% | 63.9%+5.5pp | 72.6%-3.2pp | 67.9%+1.5pp |
| Annual return | -20.42% | -13.67%-6.7pp | 702.45%-722.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,299 | $2,219-41.5% | $3,008-56.8% | $2,597-50.0% |
| Participant deferral / active EE | $2,891 | $3,247-11.0% | $4,395-34.2% | $4,028-28.2% |
| Admin fee / account holder | $1,805 | $4,398-59.0% | $5,325-66.1% | $5,403-66.6% |