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 | $83,846 | $57,108+46.8% | $94,229-11.0% | $52,331+60.2% |
| Participation rate | 67.0% | 72.9%-5.9pp | 78.8%-11.8pp | 68.1%-1.1pp |
| Annual return | -1.97% | 1.47%-3.4pp | 10.68%-12.7pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,770 | $1,735+2.0% | $3,587-50.7% | $1,882-5.9% |
| Participant deferral / active EE | $2,839 | $3,040-6.6% | $4,320-34.3% | $3,022-6.1% |
| Admin fee / account holder | $1,236 | $546+126.2% | $6,269-80.3% | $592+109.0% |