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 | $121,669 | $71,878+69.3% | $86,698+40.3% | $68,486+77.7% |
| Participation rate | 69.4% | 72.2%-2.8pp | 76.6%-7.1pp | 67.9%+1.6pp |
| Annual return | -19.31% | 3.53%-22.8pp | 35.95%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,758 | $2,173-19.1% | $2,837-38.0% | $2,597-32.3% |
| Participant deferral / active EE | $5,903 | $3,779+56.2% | $4,656+26.8% | $4,028+46.6% |
| Admin fee / account holder | $16,590 | $6,113+171.4% | $7,493+121.4% | $5,404+207.0% |