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 | $31,639 | $50,958-37.9% | $74,552-57.6% | $64,181-50.7% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.1%-9.8pp | 69.6%-10.2pp |
| Annual return | -9.98% | -1.86%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,202 | $2,301-4.3% | $3,108-29.2% | $3,470-36.5% |
| Admin fee / account holder | $2,974 | $4,223-29.6% | $5,060-41.2% | $4,887-39.1% |