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 | $97,295 | $71,872+35.4% | $86,691+12.2% | $68,495+42.0% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -19.71% | 3.53%-23.2pp | 35.94%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,850 | $2,173-14.9% | $2,837-34.8% | $2,596-28.8% |
| Participant deferral / active EE | $3,327 | $3,779-11.9% | $4,656-28.5% | $4,028-17.4% |
| Admin fee / account holder | $2,586 | $6,112-57.7% | $7,492-65.5% | $5,403-52.1% |