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 | $77,841 | $81,870-4.9% | $119,608-34.9% | $68,495+13.6% |
| Participation rate | 63.4% | 71.9%-8.5pp | 79.3%-15.8pp | 67.9%-4.5pp |
| Annual return | -20.75% | -23.82%+3.1pp | -14.98%-5.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,308 | $2,692-14.2% | $4,232-45.5% | $2,596-11.1% |
| Participant deferral / active EE | $3,911 | $4,148-5.7% | $5,601-30.2% | $4,028-2.9% |
| Admin fee / account holder | $4,095 | $6,583-37.8% | $10,326-60.3% | $5,403-24.2% |