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 | $64,729+40.3% | $112,263-19.1% | $68,490+32.6% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -24.28% | -11.40%-12.9pp | 27.49%-51.8pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,498 | $2,746-45.4% | $3,636-58.8% | $2,597-42.3% |
| Participant deferral / active EE | $3,195 | $3,566-10.4% | $4,729-32.4% | $4,028-20.7% |
| Admin fee / account holder | $6,819 | $5,222+30.6% | $6,410+6.4% | $5,403+26.2% |