Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,806 | $64,729+57.3% | $112,263-9.3% | $68,490+48.6% |
| Participation rate | 27.8% | 67.2%-39.4pp | 75.1%-47.3pp | 67.9%-40.1pp |
| Annual return | -20.24% | -11.40%-8.8pp | 27.49%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,365 | $2,746-50.3% | $3,636-62.5% | $2,597-47.4% |
| Participant deferral / active EE | $2,149 | $3,566-39.7% | $4,729-54.6% | $4,028-46.6% |
| Admin fee / account holder | $411 | $5,222-92.1% | $6,410-93.6% | $5,403-92.4% |