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 | $62,551 | $73,863-15.3% | $143,797-56.5% | $68,490-8.7% |
| Participation rate | 36.7% | 66.7%-30.0pp | 80.3%-43.7pp | 67.9%-31.2pp |
| Annual return | -21.76% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,452 | $3,385-27.5% | $5,638-56.5% | $4,028-39.1% |
| Admin fee / account holder | $7,526 | $5,756+30.7% | $14,679-48.7% | $5,403+39.3% |