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 | $32,322 | $90,486-64.3% | $78,676-58.9% | $273,972-88.2% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | -8.40% | 75.62%-84.0pp | 62.19%-70.6pp | 41.46%-49.9pp |
| Employer contribution / active EE | $2,155 | $3,175-32.1% | $2,850-24.4% | $4,869-55.7% |
| Participant deferral / active EE | $2,507 | $3,901-35.7% | $3,517-28.7% | $5,287-52.6% |
| Admin fee / account holder | $1,781 | $5,263-66.2% | $4,510-60.5% | $10,133-82.4% |