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 | $23,817 | $87,544-72.8% | $75,784-68.6% | $125,388-81.0% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -6.22% | 13.49%-19.7pp | 9.68%-15.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,175 | $3,930-70.1% | $3,323-64.6% | $4,866-75.8% |
| Participant deferral / active EE | $3,188 | $4,229-24.6% | $3,652-12.7% | $5,352-40.4% |
| Admin fee / account holder | $2,698 | $6,502-58.5% | $5,300-49.1% | $9,541-71.7% |