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 | $109,161 | $81,870+33.3% | $119,608-8.7% | $68,495+59.4% |
| Participation rate | 54.3% | 71.9%-17.5pp | 79.3%-24.9pp | 67.9%-13.5pp |
| Annual return | -19.16% | -23.82%+4.7pp | -14.98%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,163 | $4,148+24.5% | $5,601-7.8% | $4,028+28.2% |
| Admin fee / account holder | $2,358 | $6,583-64.2% | $10,326-77.2% | $5,403-56.4% |