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 | $83,967 | $48,267+74.0% | $68,808+22.0% | $68,486+22.6% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 67.9%-6.8pp |
| Annual return | -22.65% | -12.70%-10.0pp | -6.37%-16.3pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,271 | $1,829-30.5% | $2,656-52.1% | $2,597-51.0% |
| Participant deferral / active EE | $1,880 | $2,867-34.4% | $3,942-52.3% | $4,028-53.3% |
| Admin fee / account holder | $2,123 | $4,362-51.3% | $4,936-57.0% | $5,404-60.7% |