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 | $30,835 | $77,817-60.4% | $123,553-75.0% | $64,173-51.9% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -8.89% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,832 | $3,014-6.0% | $4,628-38.8% | $2,381+18.9% |
| Participant deferral / active EE | $5,363 | $5,240+2.3% | $6,426-16.5% | $3,470+54.6% |
| Admin fee / account holder | $2,474 | $5,519-55.2% | $9,284-73.4% | $4,887-49.4% |