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 | $28,490 | $59,813-52.4% | $79,580-64.2% | $68,486-58.4% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.5%-18.2pp | 67.9%-16.6pp |
| Annual return | -20.26% | -12.30%-8.0pp | 0.15%-20.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $972 | $1,505-35.4% | $2,413-59.7% | $2,597-62.6% |
| Participant deferral / active EE | $1,945 | $3,024-35.7% | $3,985-51.2% | $4,028-51.7% |
| Admin fee / account holder | $2,447 | $4,835-49.4% | $6,835-64.2% | $5,404-54.7% |