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 | $89,347 | $96,956-7.8% | $69,779+28.0% | $273,972-67.4% |
| Participation rate | 37.5% | 77.1%-39.6pp | 71.8%-34.3pp | 83.0%-45.5pp |
| Annual return | -0.38% | 12.93%-13.3pp | 12.99%-13.4pp | 41.46%-41.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,038 | $3,744-18.9% | $2,931+3.6% | $5,287-42.6% |
| Admin fee / account holder | $34,681 | $7,934+337.1% | $4,381+691.6% | $10,133+242.3% |