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 | $68,584 | $62,715+9.4% | $104,301-34.2% | $66,938+2.5% |
| Participation rate | 39.6% | 59.6%-20.0pp | 73.3%-33.7pp | 69.8%-30.2pp |
| Annual return | -18.79% | -14.70%-4.1pp | 24.61%-43.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,030 | $1,976-47.9% | $3,373-69.5% | $2,545-59.5% |
| Participant deferral / active EE | $2,518 | $2,852-11.7% | $4,626-45.6% | $4,238-40.6% |
| Admin fee / account holder | $2,052 | $657+212.4% | $7,340-72.0% | $594+245.7% |