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 | $56,980 | $54,162+5.2% | $68,612-17.0% | $64,173-11.2% |
| Participation rate | 69.2% | 68.1%+1.2pp | 72.2%-3.0pp | 69.6%-0.3pp |
| Annual return | -8.21% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,677 | $1,846-9.2% | $2,625-36.1% | $2,381-29.6% |
| Participant deferral / active EE | $3,780 | $2,626+43.9% | $3,311+14.2% | $3,470+8.9% |
| Admin fee / account holder | $459 | $4,029-88.6% | $5,131-91.1% | $4,887-90.6% |