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 | $103,716 | $73,988+40.2% | $96,538+7.4% | $75,177+38.0% |
| Participation rate | 67.4% | 66.4%+1.0pp | 74.3%-7.0pp | 67.2%+0.2pp |
| Annual return | -6.11% | 26.73%-32.8pp | 35.74%-41.9pp | 160.75%-166.9pp |
| Employer contribution / active EE | $1,336 | $2,930-54.4% | $3,740-64.3% | $2,671-50.0% |
| Participant deferral / active EE | $3,811 | $3,660+4.1% | $4,880-21.9% | $4,126-7.6% |
| Admin fee / account holder | $12,424 | $5,220+138.0% | $6,737+84.4% | $5,651+119.8% |