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 | $64,252 | $95,915-33.0% | $79,580-19.3% | $134,532-52.2% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -24.84% | -2.71%-22.1pp | 0.15%-25.0pp | 418.27%-443.1pp |
| Employer contribution / active EE | $945 | $3,129-69.8% | $2,413-60.9% | $4,741-80.1% |
| Participant deferral / active EE | $3,883 | $4,693-17.3% | $3,985-2.6% | $6,401-39.3% |
| Admin fee / account holder | $396 | $9,132-95.7% | $6,835-94.2% | $11,429-96.5% |