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 | $38,366 | $71,878-46.6% | $86,698-55.7% | $68,486-44.0% |
| Participation rate | 65.2% | 72.2%-7.0pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -18.82% | 3.53%-22.4pp | 35.95%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,382 | $2,173-36.4% | $2,837-51.3% | $2,597-46.8% |
| Participant deferral / active EE | $3,480 | $3,779-7.9% | $4,656-25.3% | $4,028-13.6% |
| Admin fee / account holder | $28,210 | $6,113+361.5% | $7,493+276.5% | $5,404+422.0% |