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 | $73,250 | $48,267+51.8% | $68,794+6.5% | $68,495+6.9% |
| Participation rate | 48.5% | 60.7%-12.2pp | 69.0%-20.5pp | 67.9%-19.4pp |
| Annual return | -20.67% | -12.70%-8.0pp | -6.37%-14.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,258 | $2,867+13.6% | $3,941-17.3% | $4,028-19.1% |
| Admin fee / account holder | $9,028 | $4,362+107.0% | $4,934+83.0% | $5,403+67.1% |