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 | $34,059 | $81,870-58.4% | $119,634-71.5% | $68,490-50.3% |
| Participation rate | 65.0% | 71.9%-6.9pp | 79.3%-14.3pp | 67.9%-2.9pp |
| Annual return | -19.34% | -23.82%+4.5pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $934 | $2,692-65.3% | $4,232-77.9% | $2,597-64.0% |
| Participant deferral / active EE | $2,378 | $4,148-42.7% | $5,601-57.6% | $4,028-41.0% |
| Admin fee / account holder | $975 | $6,583-85.2% | $10,329-90.6% | $5,403-81.9% |