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 | $38,216 | $73,863-48.3% | $143,797-73.4% | $68,490-44.2% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -24.74% | 0.91%-25.6pp | -0.04%-24.7pp | -7.85%-16.9pp |
| Employer contribution / active EE | $899 | $3,185-71.8% | $4,952-81.8% | $2,597-65.4% |
| Participant deferral / active EE | $1,867 | $3,385-44.8% | $5,638-66.9% | $4,028-53.6% |
| Admin fee / account holder | $1,907 | $5,756-66.9% | $14,679-87.0% | $5,403-64.7% |