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 | $86,329 | $53,412+61.6% | $68,509+26.0% | $52,331+65.0% |
| Participation rate | 53.8% | 71.7%-17.9pp | 74.7%-20.9pp | 68.1%-14.3pp |
| Annual return | -2.28% | 3.42%-5.7pp | 8.27%-10.6pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,874 | $2,688+44.1% | $3,382+14.5% | $3,022+28.2% |
| Admin fee / account holder | $6,330 | $461+1273.5% | $5,275+20.0% | $592+970.0% |