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 | $28,995 | $54,380-46.7% | $68,509-57.7% | $59,632-51.4% |
| Participation rate | 58.5% | 70.2%-11.7pp | 74.7%-16.2pp | 68.7%-10.1pp |
| Annual return | -2.40% | 2.83%-5.2pp | 8.27%-10.7pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,871 | $2,643+8.6% | $3,382-15.1% | $3,192-10.0% |
| Admin fee / account holder | $4,676 | $3,885+20.4% | $5,275-11.3% | $4,297+8.8% |