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 | $63,015 | $110,083-42.8% | $151,639-58.4% | $68,486-8.0% |
| Participation rate | 59.3% | 84.0%-24.7pp | 87.5%-28.2pp | 67.9%-8.6pp |
| Annual return | -20.58% | -10.12%-10.5pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,822 | $4,470-59.2% | $6,165-70.5% | $2,597-29.8% |
| Participant deferral / active EE | $6,191 | $6,526-5.1% | $8,363-26.0% | $4,028+53.7% |
| Admin fee / account holder | $11,317 | $7,718+46.6% | $11,613-2.5% | $5,404+109.4% |