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 | $66,313 | $42,910+54.5% | $60,919+8.9% | $68,490-3.2% |
| Participation rate | 43.2% | 66.8%-23.5pp | 73.1%-29.9pp | 67.9%-24.7pp |
| Annual return | -21.72% | -13.99%-7.7pp | 16.96%-38.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $987 | $1,978-50.1% | $2,704-63.5% | $2,597-62.0% |
| Participant deferral / active EE | $2,789 | $2,866-2.7% | $3,814-26.9% | $4,028-30.7% |
| Admin fee / account holder | $7,203 | $3,104+132.0% | $3,228+123.2% | $5,403+33.3% |