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 | $27,292 | $50,958-46.4% | $74,552-63.4% | $64,181-57.5% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.1%-6.0pp | 69.6%-6.4pp |
| Annual return | -8.75% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,377 | $1,115+23.5% | $1,961-29.8% | $2,381-42.2% |
| Participant deferral / active EE | $2,239 | $2,301-2.7% | $3,108-27.9% | $3,470-35.5% |
| Admin fee / account holder | $948 | $4,223-77.6% | $5,060-81.3% | $4,887-80.6% |