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 | $30,777 | $56,339-45.4% | $104,299-70.5% | $68,490-55.1% |
| Participation rate | 52.6% | 63.3%-10.6pp | 73.3%-20.6pp | 67.9%-15.3pp |
| Annual return | -19.43% | -9.19%-10.2pp | 24.62%-44.1pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,092 | $1,960-44.3% | $3,373-67.6% | $2,597-58.0% |
| Participant deferral / active EE | $2,011 | $3,077-34.6% | $4,626-56.5% | $4,028-50.1% |
| Admin fee / account holder | $1,285 | $4,902-73.8% | $7,339-82.5% | $5,403-76.2% |