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 | $29,868 | $56,484-47.1% | $169,452-82.4% | $64,173-53.5% |
| Participation rate | 53.8% | 64.5%-10.7pp | 77.8%-23.9pp | 69.6%-15.7pp |
| Annual return | -8.52% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,005 | $1,832-45.1% | $4,157-75.8% | $2,381-57.8% |
| Participant deferral / active EE | $3,976 | $3,448+15.3% | $5,277-24.7% | $3,470+14.6% |
| Admin fee / account holder | $2,529 | $4,174-39.4% | $9,110-72.2% | $4,887-48.3% |