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 | $61,366 | $73,009-15.9% | $90,756-32.4% | $68,495-10.4% |
| Participation rate | 40.0% | 70.8%-30.8pp | 75.7%-35.7pp | 67.9%-27.9pp |
| Annual return | -18.88% | -13.81%-5.1pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,520 | $2,193-30.7% | $2,922-48.0% | $2,596-41.4% |
| Participant deferral / active EE | $3,328 | $3,626-8.2% | $4,565-27.1% | $4,028-17.4% |
| Admin fee / account holder | $1,729 | $5,896-70.7% | $8,445-79.5% | $5,403-68.0% |