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 | $65,324 | $105,867-38.3% | $90,760-28.0% | $134,532-51.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -25.83% | -10.99%-14.8pp | -12.16%-13.7pp | 418.27%-444.1pp |
| Employer contribution / active EE | $3,163 | $3,464-8.7% | $2,922+8.3% | $4,741-33.3% |
| Participant deferral / active EE | $7,518 | $5,217+44.1% | $4,565+64.7% | $6,401+17.5% |
| Admin fee / account holder | $13,208 | $13,936-5.2% | $8,444+56.4% | $11,429+15.6% |