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 | $94,669 | $39,132+141.9% | $57,196+65.5% | $62,881+50.6% |
| Participation rate | 67.6% | 70.5%-2.9pp | 75.3%-7.8pp | 69.3%-1.7pp |
| Annual return | -5.44% | 9.24%-14.7pp | 14.59%-20.0pp | 20.14%-25.6pp |
| Employer contribution / active EE | $2,043 | $1,874+9.0% | $2,683-23.8% | $2,281-10.4% |
| Participant deferral / active EE | $5,958 | $2,374+150.9% | $3,096+92.4% | $3,203+86.0% |
| Admin fee / account holder | $16,301 | $2,594+528.4% | $3,141+419.0% | $4,296+279.5% |