Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,043 | $43,344-33.0% | $59,899-51.5% | $64,173-54.7% |
| Participation rate | 69.2% | 69.2%+0.1pp | 74.7%-5.5pp | 69.6%-0.3pp |
| Annual return | -7.21% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,154 | $2,030-43.2% | $2,723-57.6% | $2,381-51.5% |
| Participant deferral / active EE | $2,556 | $2,547+0.3% | $3,402-24.9% | $3,470-26.3% |
| Admin fee / account holder | $2,269 | $3,008-24.6% | $3,592-36.8% | $4,887-53.6% |