Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,872 | $64,729+54.3% | $112,263-11.0% | $68,490+45.8% |
| Participation rate | 47.5% | 67.2%-19.6pp | 75.1%-27.5pp | 67.9%-20.4pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.49%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,027 | $2,746-26.2% | $3,636-44.3% | $2,597-22.0% |
| Participant deferral / active EE | $4,608 | $3,566+29.2% | $4,729-2.6% | $4,028+14.4% |
| Admin fee / account holder | $2,599 | $5,222-50.2% | $6,410-59.5% | $5,403-51.9% |