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 | $24,637 | $62,586-60.6% | $76,766-67.9% | $64,181-61.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -8.83% | -1.95%-6.9pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,044 | $1,832-43.0% | $2,485-58.0% | $2,381-56.2% |
| Participant deferral / active EE | $2,487 | $3,145-20.9% | $3,851-35.4% | $3,470-28.3% |
| Admin fee / account holder | $6,892 | $4,667+47.7% | $6,675+3.3% | $4,887+41.0% |