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 | $29,984 | $90,486-66.9% | $78,676-61.9% | $273,972-89.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -2.19% | 75.62%-77.8pp | 62.19%-64.4pp | 41.46%-43.6pp |
| Employer contribution / active EE | $6,022 | $3,175+89.7% | $2,850+111.3% | $4,869+23.7% |
| Participant deferral / active EE | $2,284 | $3,901-41.5% | $3,517-35.0% | $5,287-56.8% |
| Admin fee / account holder | $3,333 | $5,263-36.7% | $4,510-26.1% | $10,133-67.1% |