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 | $34,378 | $95,917-64.2% | $79,583-56.8% | $134,545-74.4% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -20.92% | -2.70%-18.2pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,001 | $3,129-36.0% | $2,414-17.1% | $4,742-57.8% |
| Participant deferral / active EE | $3,716 | $4,694-20.8% | $3,986-6.8% | $6,401-42.0% |
| Admin fee / account holder | $3,052 | $9,132-66.6% | $6,835-55.3% | $11,431-73.3% |