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 | $32,145 | $50,947-36.9% | $74,551-56.9% | $64,173-49.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -10.19% | -1.85%-8.3pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,330 | $1,115+19.3% | $1,961-32.2% | $2,381-44.1% |
| Participant deferral / active EE | $4,134 | $2,302+79.6% | $3,108+33.0% | $3,470+19.1% |
| Admin fee / account holder | $815 | $4,221-80.7% | $5,059-83.9% | $4,887-83.3% |