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 | $70,740 | $53,596+32.0% | $90,657-22.0% | $64,173+10.2% |
| Participation rate | 65.4% | 64.5%+0.9pp | 74.0%-8.6pp | 69.6%-4.2pp |
| Annual return | -11.20% | 4.41%-15.6pp | 1.89%-13.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $399 | $1,503-73.4% | $2,532-84.2% | $2,381-83.2% |
| Participant deferral / active EE | $2,834 | $2,459+15.3% | $3,424-17.3% | $3,470-18.3% |
| Admin fee / account holder | $13,127 | $3,868+239.4% | $4,994+162.8% | $4,887+168.6% |