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 | $69,304 | $69,518-0.3% | $59,887+15.7% | $135,379-48.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | -12.94% | 7.95%-20.9pp | 3.46%-16.4pp | 519.79%-532.7pp |
| Employer contribution / active EE | $347 | $3,235-89.3% | $2,722-87.2% | $4,779-92.7% |
| Participant deferral / active EE | $3,429 | $4,204-18.5% | $3,402+0.8% | $5,609-38.9% |
| Admin fee / account holder | $1,028 | $5,734-82.1% | $3,591-71.4% | $10,828-90.5% |