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 | $33,994 | $62,589-45.7% | $76,768-55.7% | $64,173-47.0% |
| Participation rate | 68.6% | 72.8%-4.2pp | 77.0%-8.3pp | 69.6%-0.9pp |
| Annual return | -7.91% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,034 | $1,832+11.0% | $2,485-18.2% | $2,381-14.6% |
| Participant deferral / active EE | $3,571 | $3,145+13.5% | $3,852-7.3% | $3,470+2.9% |
| Admin fee / account holder | $9,199 | $4,667+97.1% | $6,675+37.8% | $4,887+88.2% |