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 | $66,025 | $81,331-18.8% | $155,534-57.5% | $80,935-18.4% |
| Participation rate | 48.9% | 66.3%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | -47.27% | 33.37%-80.6pp | 64.92%-112.2pp | 35.66%-82.9pp |
| Employer contribution / active EE | $751 | $3,105-75.8% | $4,675-83.9% | $2,757-72.7% |
| Participant deferral / active EE | $2,125 | $3,454-38.5% | $5,630-62.3% | $4,299-50.6% |
| Admin fee / account holder | $3,195 | $7,999-60.1% | $15,900-79.9% | $6,924-53.9% |