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 | $36,261 | $67,411-46.2% | $91,004-60.2% | $70,126-48.3% |
| Participation rate | 32.4% | 71.4%-39.0pp | 75.6%-43.3pp | 69.5%-37.2pp |
| Annual return | 8.93% | -40.16%+49.1pp | 4.60%+4.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $949 | $1,786-46.9% | $2,456-61.4% | $2,343-59.5% |
| Participant deferral / active EE | $1,431 | $2,823-49.3% | $3,548-59.7% | $3,332-57.1% |
| Admin fee / account holder | $14,496 | $4,236+242.2% | $5,417+167.6% | $4,645+212.0% |