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 | $80,144 | $72,492+10.6% | $87,104-8.0% | $72,975+9.8% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.9%-49.3pp | 69.5%-41.9pp |
| Annual return | -0.09% | 24.46%-24.5pp | 28.19%-28.3pp | 81.01%-81.1pp |
| Employer contribution / active EE | $462 | $1,894-75.6% | $2,521-81.7% | $2,440-81.1% |
| Participant deferral / active EE | $2,213 | $3,270-32.3% | $4,048-45.3% | $3,608-38.7% |
| Admin fee / account holder | $3,138 | $5,055-37.9% | $7,491-58.1% | $5,124-38.8% |