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 | $81,065 | $64,716+25.3% | $112,258-27.8% | $68,495+18.4% |
| Participation rate | 58.0% | 67.2%-9.2pp | 75.1%-17.1pp | 67.9%-9.9pp |
| Annual return | -19.99% | -11.40%-8.6pp | 27.47%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $769 | $2,746-72.0% | $3,636-78.9% | $2,596-70.4% |
| Participant deferral / active EE | $3,838 | $3,565+7.6% | $4,728-18.8% | $4,028-4.7% |
| Admin fee / account holder | $31,482 | $5,232+501.8% | $6,411+391.0% | $5,403+482.6% |