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 | $69,462 | $54,353+27.8% | $82,726-16.0% | $68,498+1.4% |
| Participation rate | 45.2% | 63.9%-18.8pp | 72.6%-27.4pp | 67.9%-22.7pp |
| Annual return | -19.69% | -13.67%-6.0pp | 701.33%-721.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $760 | $2,218-65.8% | $3,009-74.8% | $2,596-70.7% |
| Participant deferral / active EE | $2,916 | $3,246-10.2% | $4,394-33.6% | $4,027-27.6% |
| Admin fee / account holder | $1,714 | $4,396-61.0% | $5,328-67.8% | $5,403-68.3% |