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 | $58,630 | $50,947+15.1% | $74,549-21.4% | $64,173-8.6% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.1%-36.8pp | 69.6%-37.2pp |
| Annual return | -8.89% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $308 | $1,115-72.4% | $1,961-84.3% | $2,381-87.1% |
| Participant deferral / active EE | $1,505 | $2,302-34.6% | $3,108-51.6% | $3,470-56.6% |
| Admin fee / account holder | $13,770 | $4,221+226.2% | $5,059+172.2% | $4,887+181.7% |