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 | $90,809 | $64,706+40.3% | $112,244-19.1% | $68,498+32.6% |
| Participation rate | 45.5% | 67.1%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -24.28% | -11.40%-12.9pp | 27.46%-51.7pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,498 | $2,746-45.4% | $3,635-58.8% | $2,596-42.3% |
| Participant deferral / active EE | $3,195 | $3,565-10.4% | $4,728-32.4% | $4,027-20.7% |
| Admin fee / account holder | $6,819 | $5,231+30.3% | $6,411+6.4% | $5,403+26.2% |