Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,258 | $73,848-55.0% | $143,799-76.9% | $68,486-51.4% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -19.38% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,675 | $3,184-47.4% | $4,952-66.2% | $2,597-35.5% |
| Participant deferral / active EE | $4,087 | $3,385+20.8% | $5,638-27.5% | $4,028+1.5% |
| Admin fee / account holder | $1,530 | $5,755-73.4% | $14,677-89.6% | $5,404-71.7% |