Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,009 | $46,697+9.2% | $117,533-56.6% | $68,486-25.5% |
| Participation rate | 67.4% | 56.8%+10.7pp | 70.6%-3.2pp | 67.9%-0.5pp |
| Annual return | -25.36% | -14.52%-10.8pp | 29.77%-55.1pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,727 | $1,506+14.7% | $4,179-58.7% | $2,597-33.5% |
| Participant deferral / active EE | $2,916 | $2,637+10.6% | $4,072-28.4% | $4,028-27.6% |
| Admin fee / account holder | $3,629 | $4,023-9.8% | $5,647-35.7% | $5,404-32.8% |