Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,666 | $76,551-59.9% | $123,894-75.2% | $62,881-51.2% |
| Participation rate | 45.5% | 73.0%-27.5pp | 81.4%-36.0pp | 69.3%-23.9pp |
| Annual return | -3.99% | 18.68%-22.7pp | 47.52%-51.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,084 | $2,882-62.4% | $4,617-76.5% | $2,281-52.5% |
| Participant deferral / active EE | $3,502 | $4,840-27.6% | $5,984-41.5% | $3,203+9.3% |
| Admin fee / account holder | $11,640 | $4,826+141.2% | $8,357+39.3% | $4,296+171.0% |