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 | $29,209 | $64,719-54.9% | $112,249-74.0% | $68,486-57.4% |
| Participation rate | 53.2% | 67.2%-13.9pp | 75.1%-21.8pp | 67.9%-14.6pp |
| Annual return | -25.53% | -11.40%-14.1pp | 27.48%-53.0pp | -7.85%-17.7pp |
| Employer contribution / active EE | $1,412 | $2,747-48.6% | $3,636-61.2% | $2,597-45.6% |
| Participant deferral / active EE | $2,705 | $3,565-24.1% | $4,729-42.8% | $4,028-32.8% |
| Admin fee / account holder | $1,867 | $5,232-64.3% | $6,412-70.9% | $5,404-65.5% |