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 | $64,787 | $73,009-11.3% | $90,760-28.6% | $68,486-5.4% |
| Participation rate | 64.0% | 70.8%-6.8pp | 75.7%-11.7pp | 67.9%-3.9pp |
| Annual return | -21.65% | -13.81%-7.8pp | -12.16%-9.5pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,375 | $2,193-37.3% | $2,922-52.9% | $2,597-47.0% |
| Participant deferral / active EE | $3,157 | $3,626-12.9% | $4,565-30.8% | $4,028-21.6% |
| Admin fee / account holder | $2,255 | $5,896-61.8% | $8,444-73.3% | $5,404-58.3% |