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 | $103,009 | $81,870+25.8% | $119,608-13.9% | $68,495+50.4% |
| Participation rate | 62.4% | 71.9%-9.5pp | 79.3%-16.9pp | 67.9%-5.5pp |
| Annual return | -20.80% | -23.82%+3.0pp | -14.98%-5.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,918 | $2,692+45.6% | $4,232-7.4% | $2,596+50.9% |
| Participant deferral / active EE | $5,588 | $4,148+34.7% | $5,601-0.2% | $4,028+38.8% |
| Admin fee / account holder | $3,349 | $6,583-49.1% | $10,326-67.6% | $5,403-38.0% |