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 | $84,980 | $76,551+11.0% | $123,894-31.4% | $62,881+35.1% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.6pp | 69.3%-6.4pp |
| Annual return | -2.32% | 18.68%-21.0pp | 47.52%-49.8pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,716 | $2,882-40.5% | $4,617-62.8% | $2,281-24.7% |
| Participant deferral / active EE | $5,720 | $4,840+18.2% | $5,984-4.4% | $3,203+78.6% |
| Admin fee / account holder | $10,292 | $4,826+113.3% | $8,357+23.1% | $4,296+139.6% |