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 | $35,698 | $77,816-54.1% | $123,549-71.1% | $64,181-44.4% |
| Participation rate | 25.0% | 74.7%-49.7pp | 82.3%-57.3pp | 69.6%-44.6pp |
| Annual return | -10.24% | 12.49%-22.7pp | 119.20%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $628 | $3,014-79.2% | $4,628-86.4% | $2,381-73.6% |
| Participant deferral / active EE | $2,833 | $5,240-45.9% | $6,426-55.9% | $3,470-18.4% |
| Admin fee / account holder | $6,788 | $5,519+23.0% | $9,284-26.9% | $4,887+38.9% |