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 | $86,067 | $69,977+23.0% | $108,582-20.7% | $62,881+36.9% |
| Participation rate | 69.0% | 72.9%-3.9pp | 79.6%-10.6pp | 69.3%-0.3pp |
| Annual return | 4.63% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,015 | $3,165+58.5% | $4,311+16.3% | $3,203+56.6% |
| Admin fee / account holder | $917 | $5,076-81.9% | $7,645-88.0% | $4,296-78.7% |