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 | $63,862 | $87,546-27.1% | $75,784-15.7% | $125,389-49.1% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -3.86% | 13.49%-17.3pp | 9.68%-13.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,381 | $3,930-64.9% | $3,323-58.4% | $4,866-71.6% |
| Participant deferral / active EE | $2,963 | $4,230-29.9% | $3,652-18.9% | $5,352-44.6% |
| Admin fee / account holder | $3,780 | $6,503-41.9% | $5,300-28.7% | $9,541-60.4% |