Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,171 | $64,716-47.2% | $112,258-69.6% | $68,495-50.1% |
| Participation rate | 30.4% | 67.2%-36.7pp | 75.1%-44.6pp | 67.9%-37.5pp |
| Annual return | -22.52% | -11.40%-11.1pp | 27.47%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,462 | $2,746-46.8% | $3,636-59.8% | $2,596-43.7% |
| Participant deferral / active EE | $3,827 | $3,565+7.4% | $4,728-19.1% | $4,028-5.0% |
| Admin fee / account holder | $10,740 | $5,232+105.3% | $6,411+67.5% | $5,403+98.8% |