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 | $29,917 | $50,947-41.3% | $74,551-59.9% | $64,173-53.4% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.1%-7.2pp | 69.6%-7.7pp |
| Annual return | -8.31% | -1.85%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,530 | $2,302+9.9% | $3,108-18.6% | $3,470-27.1% |
| Admin fee / account holder | $730 | $4,221-82.7% | $5,059-85.6% | $4,887-85.1% |