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 | $73,978 | $46,697+58.4% | $117,529-37.1% | $68,490+8.0% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | -19.89% | -14.52%-5.4pp | 29.77%-49.7pp | -7.85%-12.0pp |
| Employer contribution / active EE | $859 | $1,506-42.9% | $4,179-79.4% | $2,597-66.9% |
| Participant deferral / active EE | $1,116 | $2,637-57.7% | $4,072-72.6% | $4,028-72.3% |
| Admin fee / account holder | $435 | $4,023-89.2% | $5,645-92.3% | $5,403-91.9% |