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 | $227,421 | $59,813+280.2% | $79,580+185.8% | $68,486+232.1% |
| Participation rate | 53.6% | 61.1%-7.5pp | 69.5%-15.9pp | 67.9%-14.3pp |
| Annual return | -22.00% | -12.30%-9.7pp | 0.15%-22.2pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,235 | $1,505-17.9% | $2,413-48.8% | $2,597-52.4% |
| Participant deferral / active EE | $3,557 | $3,024+17.6% | $3,985-10.7% | $4,028-11.7% |
| Admin fee / account holder | $916 | $4,835-81.0% | $6,835-86.6% | $5,404-83.0% |