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 | $114,004 | $162,136-29.7% | $152,301-25.1% | $154,746-26.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | -12.00% | 91.02%-103.0pp | 80.50%-92.5pp | 172.34%-184.3pp |
| Employer contribution / active EE | $1,316 | $4,890-73.1% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $5,978 | $8,341-28.3% | $8,004-25.3% | $6,730-11.2% |
| Admin fee / account holder | $6,415 | $15,759-59.3% | $14,398-55.4% | $14,365-55.3% |