Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,162 | $110,083-39.0% | $151,628-55.7% | $68,495-1.9% |
| Participation rate | 68.0% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -18.94% | -10.12%-8.8pp | 3.34%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $9,100 | $4,470+103.6% | $6,165+47.6% | $2,596+250.5% |
| Participant deferral / active EE | $12,128 | $6,526+85.8% | $8,363+45.0% | $4,028+201.1% |
| Admin fee / account holder | $1,725 | $7,718-77.6% | $11,613-85.1% | $5,403-68.1% |