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 | $61,176 | $62,586-2.3% | $76,766-20.3% | $64,181-4.7% |
| Participation rate | 43.2% | 72.8%-29.6pp | 77.0%-33.7pp | 69.6%-26.3pp |
| Annual return | -8.28% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,370 | $3,145+39.0% | $3,851+13.5% | $3,470+26.0% |
| Admin fee / account holder | $659 | $4,667-85.9% | $6,675-90.1% | $4,887-86.5% |