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 | $28,524 | $42,910-33.5% | $60,919-53.2% | $68,490-58.4% |
| Participation rate | 61.9% | 66.8%-4.9pp | 73.1%-11.2pp | 67.9%-6.0pp |
| Annual return | -19.30% | -13.99%-5.3pp | 16.96%-36.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $896 | $1,978-54.7% | $2,704-66.9% | $2,597-65.5% |
| Participant deferral / active EE | $2,196 | $2,866-23.4% | $3,814-42.4% | $4,028-45.5% |
| Admin fee / account holder | $3,509 | $3,104+13.0% | $3,228+8.7% | $5,403-35.0% |