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 | $95,653 | $50,947+87.7% | $74,551+28.3% | $64,173+49.1% |
| Participation rate | 45.9% | 61.1%-15.1pp | 69.1%-23.2pp | 69.6%-23.6pp |
| Annual return | -10.18% | -1.85%-8.3pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $995 | $1,115-10.8% | $1,961-49.3% | $2,381-58.2% |
| Participant deferral / active EE | $3,151 | $2,302+36.9% | $3,108+1.4% | $3,470-9.2% |
| Admin fee / account holder | $26,213 | $4,221+521.0% | $5,059+418.1% | $4,887+436.3% |