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 | $168,370 | $73,019+130.6% | $90,766+85.5% | $68,490+145.8% |
| Participation rate | 68.8% | 70.8%-2.1pp | 75.7%-6.9pp | 67.9%+0.9pp |
| Annual return | -19.84% | -13.81%-6.0pp | -12.16%-7.7pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,792 | $2,193-18.3% | $2,922-38.7% | $2,597-31.0% |
| Participant deferral / active EE | $4,791 | $3,626+32.1% | $4,565+5.0% | $4,028+19.0% |
| Admin fee / account holder | $23,977 | $5,897+306.6% | $8,446+183.9% | $5,403+343.8% |