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 | $35,100 | $110,083-68.1% | $151,639-76.9% | $68,486-48.7% |
| Participation rate | 53.3% | 84.0%-30.6pp | 87.5%-34.2pp | 67.9%-14.6pp |
| Annual return | -18.68% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,553 | $4,470-65.3% | $6,165-74.8% | $2,597-40.2% |
| Participant deferral / active EE | $3,558 | $6,526-45.5% | $8,363-57.5% | $4,028-11.7% |
| Admin fee / account holder | $1,348 | $7,718-82.5% | $11,613-88.4% | $5,404-75.1% |