Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,939 | $53,162-51.2% | $91,225-71.6% | $68,486-62.1% |
| Participation rate | 51.7% | 63.2%-11.5pp | 73.2%-21.5pp | 67.9%-16.2pp |
| Annual return | -20.27% | -3.14%-17.1pp | 114.12%-134.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,619 | $1,709-5.3% | $2,851-43.2% | $2,597-37.6% |
| Participant deferral / active EE | $2,498 | $2,974-16.0% | $4,233-41.0% | $4,028-38.0% |
| Admin fee / account holder | $3,889 | $4,493-13.4% | $5,422-28.3% | $5,404-28.0% |