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 | $36,388 | $48,267-24.6% | $68,794-47.1% | $68,495-46.9% |
| Participation rate | 58.8% | 60.7%-1.8pp | 69.0%-10.2pp | 67.9%-9.1pp |
| Annual return | -20.50% | -12.70%-7.8pp | -6.37%-14.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,128 | $1,829+16.4% | $2,656-19.9% | $2,596-18.0% |
| Participant deferral / active EE | $4,288 | $2,867+49.6% | $3,941+8.8% | $4,028+6.5% |
| Admin fee / account holder | $6,209 | $4,362+42.3% | $4,934+25.8% | $5,403+14.9% |