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 | $62,906 | $77,816-19.2% | $123,552-49.1% | $64,173-2.0% |
| Participation rate | 55.9% | 74.7%-18.8pp | 82.3%-26.4pp | 69.6%-13.7pp |
| Annual return | -8.66% | 12.49%-21.1pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,355 | $3,014-55.0% | $4,628-70.7% | $2,381-43.1% |
| Participant deferral / active EE | $5,640 | $5,240+7.6% | $6,426-12.2% | $3,470+62.6% |
| Admin fee / account holder | $315 | $5,519-94.3% | $9,285-96.6% | $4,887-93.5% |