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 | $57,897 | $67,411-14.1% | $91,004-36.4% | $70,126-17.4% |
| Participation rate | 57.6% | 71.4%-13.8pp | 75.6%-18.0pp | 69.5%-12.0pp |
| Annual return | 9.26% | -40.16%+49.4pp | 4.60%+4.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,198 | $1,786-32.9% | $2,456-51.2% | $2,343-48.8% |
| Participant deferral / active EE | $2,628 | $2,823-6.9% | $3,548-25.9% | $3,332-21.1% |
| Admin fee / account holder | $15,483 | $4,236+265.5% | $5,417+185.8% | $4,645+233.3% |