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 | $151,055 | $110,083+37.2% | $151,645-0.4% | $68,490+120.5% |
| Participation rate | 44.2% | 84.0%-39.8pp | 87.5%-43.3pp | 67.9%-23.7pp |
| Annual return | -22.09% | -10.12%-12.0pp | 3.34%-25.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,652 | $4,470-40.7% | $6,165-57.0% | $2,597+2.1% |
| Participant deferral / active EE | $4,585 | $6,526-29.7% | $8,363-45.2% | $4,028+13.8% |
| Admin fee / account holder | $5,741 | $7,718-25.6% | $11,614-50.6% | $5,403+6.2% |