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 | $79,465 | $76,551+3.8% | $123,894-35.9% | $62,881+26.4% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | -3.32% | 18.68%-22.0pp | 47.52%-50.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $1,135 | $2,882-60.6% | $4,617-75.4% | $2,281-50.2% |
| Participant deferral / active EE | $7,312 | $4,840+51.1% | $5,984+22.2% | $3,203+128.3% |
| Admin fee / account holder | $6,453 | $4,826+33.7% | $8,357-22.8% | $4,296+50.2% |