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 | $35,356 | $81,331-56.5% | $155,534-77.3% | $80,935-56.3% |
| Participation rate | 52.6% | 66.3%-13.6pp | 78.2%-25.6pp | 67.7%-15.0pp |
| Annual return | -10.08% | 33.37%-43.4pp | 64.92%-75.0pp | 35.66%-45.7pp |
| Employer contribution / active EE | $1,666 | $3,105-46.4% | $4,675-64.4% | $2,757-39.6% |
| Participant deferral / active EE | $2,305 | $3,454-33.3% | $5,630-59.1% | $4,299-46.4% |
| Admin fee / account holder | $8,086 | $7,999+1.1% | $15,900-49.1% | $6,924+16.8% |