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 | $90,414 | $58,600+54.3% | $83,327+8.5% | $64,173+40.9% |
| Participation rate | 53.8% | 72.0%-18.2pp | 77.8%-23.9pp | 69.6%-15.7pp |
| Annual return | -14.00% | 9.66%-23.7pp | 10.64%-24.6pp | 7.63%-21.6pp |
| Employer contribution / active EE | $868 | $2,098-58.6% | $3,379-74.3% | $2,381-63.5% |
| Participant deferral / active EE | $3,003 | $4,656-35.5% | $5,565-46.0% | $3,470-13.5% |
| Admin fee / account holder | $3,184 | $9,282-65.7% | $7,540-57.8% | $4,887-34.8% |