Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,979 | $73,839-2.5% | $143,788-49.9% | $68,495+5.1% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -21.29% | 1.01%-22.3pp | -0.03%-21.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,123 | $3,184-64.7% | $4,952-77.3% | $2,596-56.7% |
| Participant deferral / active EE | $4,495 | $3,384+32.8% | $5,638-20.3% | $4,028+11.6% |
| Admin fee / account holder | $835 | $5,755-85.5% | $14,675-94.3% | $5,403-84.5% |