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 | $126,626 | $110,083+15.0% | $151,639-16.5% | $68,486+84.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 87.5%-22.5pp | 67.9%-2.9pp |
| Annual return | -19.28% | -10.12%-9.2pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,589 | $4,470-19.7% | $6,165-41.8% | $2,597+38.2% |
| Participant deferral / active EE | $6,675 | $6,526+2.3% | $8,363-20.2% | $4,028+65.7% |
| Admin fee / account holder | $31,740 | $7,718+311.3% | $11,613+173.3% | $5,404+487.4% |