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 | $110,454 | $59,813+84.7% | $79,580+38.8% | $68,486+61.3% |
| Participation rate | 29.0% | 61.1%-32.0pp | 69.5%-40.5pp | 67.9%-38.9pp |
| Annual return | -22.59% | -12.30%-10.3pp | 0.15%-22.7pp | -7.85%-14.7pp |
| Employer contribution / active EE | $560 | $1,505-62.8% | $2,413-76.8% | $2,597-78.4% |
| Participant deferral / active EE | $2,508 | $3,024-17.1% | $3,985-37.1% | $4,028-37.7% |
| Admin fee / account holder | $5,778 | $4,835+19.5% | $6,835-15.5% | $5,404+6.9% |