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 | $100,778 | $72,388+39.2% | $111,392-9.5% | $64,181+57.0% |
| Participation rate | 69.8% | 70.5%-0.7pp | 78.9%-9.1pp | 69.6%+0.2pp |
| Annual return | -7.89% | -1.50%-6.4pp | -2.06%-5.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,879 | $3,000-4.0% | $4,328-33.5% | $2,381+20.9% |
| Participant deferral / active EE | $6,822 | $4,241+60.9% | $5,567+22.5% | $3,470+96.6% |
| Admin fee / account holder | $13,868 | $5,719+142.5% | $12,266+13.1% | $4,887+183.8% |