Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,698 | $73,978-62.6% | $96,515-71.3% | $75,173-63.2% |
| Participation rate | 53.4% | 66.4%-13.0pp | 74.3%-20.9pp | 67.2%-13.8pp |
| Annual return | -8.43% | 26.72%-35.2pp | 35.73%-44.2pp | 160.72%-169.1pp |
| Employer contribution / active EE | $1,574 | $2,931-46.3% | $3,740-57.9% | $2,671-41.1% |
| Participant deferral / active EE | $2,848 | $3,660-22.2% | $4,880-41.6% | $4,126-31.0% |
| Admin fee / account holder | $1,657 | $5,219-68.3% | $6,735-75.4% | $5,651-70.7% |