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 | $81,943 | $78,428+4.5% | $95,960-14.6% | $79,852+2.6% |
| Participation rate | 67.7% | 73.5%-5.8pp | 77.1%-9.3pp | 69.6%-1.9pp |
| Annual return | -15.83% | 19.37%-35.2pp | 91.63%-107.5pp | 31.72%-47.6pp |
| Employer contribution / active EE | $1,588 | $1,945-18.4% | $2,541-37.5% | $2,471-35.7% |
| Participant deferral / active EE | $2,722 | $3,440-20.9% | $4,167-34.7% | $3,740-27.2% |
| Admin fee / account holder | $672 | $5,622-88.1% | $6,797-90.1% | $5,306-87.3% |