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 | $86,400 | $42,909+101.4% | $60,906+41.9% | $68,486+26.2% |
| Participation rate | 32.4% | 66.8%-34.3pp | 73.1%-40.7pp | 67.9%-35.5pp |
| Annual return | -20.09% | -13.99%-6.1pp | 16.94%-37.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,234 | $1,979-37.7% | $2,703-54.4% | $2,597-52.5% |
| Participant deferral / active EE | $1,593 | $2,866-44.4% | $3,814-58.2% | $4,028-60.4% |
| Admin fee / account holder | $9,479 | $3,104+205.4% | $3,227+193.7% | $5,404+75.4% |