Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,862 | $71,8730% | $86,698-17.1% | $68,490+4.9% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -18.90% | 3.54%-22.4pp | 35.96%-54.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,410 | $2,173+10.9% | $2,837-15.1% | $2,597-7.2% |
| Participant deferral / active EE | $5,544 | $3,779+46.7% | $4,656+19.1% | $4,028+37.6% |
| Admin fee / account holder | $5,124 | $6,110-16.1% | $7,492-31.6% | $5,403-5.2% |