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 | $105,089 | $64,719+62.4% | $112,249-6.4% | $68,486+53.4% |
| Participation rate | 55.1% | 67.2%-12.0pp | 75.1%-20.0pp | 67.9%-12.8pp |
| Annual return | -20.59% | -11.40%-9.2pp | 27.48%-48.1pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,986 | $2,747-27.7% | $3,636-45.4% | $2,597-23.5% |
| Participant deferral / active EE | $3,656 | $3,565+2.6% | $4,729-22.7% | $4,028-9.2% |
| Admin fee / account holder | $7,302 | $5,232+39.5% | $6,412+13.9% | $5,404+35.1% |