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 | $25,798 | $59,834-56.9% | $79,576-67.6% | $68,495-62.3% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.5%-0.7pp | 67.9%+0.9pp |
| Annual return | -22.13% | -12.30%-9.8pp | 0.15%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,149 | $1,505+42.8% | $2,413-10.9% | $2,596-17.2% |
| Participant deferral / active EE | $6,399 | $3,024+111.6% | $3,985+60.6% | $4,028+58.9% |
| Admin fee / account holder | $576 | $4,835-88.1% | $6,834-91.6% | $5,403-89.3% |