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 | $136,382 | $73,988+84.3% | $96,538+41.3% | $75,177+81.4% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | -7.32% | 26.73%-34.0pp | 35.74%-43.1pp | 160.75%-168.1pp |
| Employer contribution / active EE | $2,601 | $2,930-11.2% | $3,740-30.5% | $2,671-2.6% |
| Participant deferral / active EE | $3,588 | $3,660-2.0% | $4,880-26.5% | $4,126-13.1% |
| Admin fee / account holder | $30,904 | $5,220+492.1% | $6,737+358.7% | $5,651+446.8% |