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 | $76,695 | $105,284-27.2% | $150,734-49.1% | $94,015-18.4% |
| Participation rate | 32.4% | 71.7%-39.4pp | 78.4%-46.1pp | 70.8%-38.5pp |
| Annual return | -12.95% | 15.67%-28.6pp | 600.81%-613.8pp | 17.84%-30.8pp |
| Employer contribution / active EE | $977 | $3,599-72.8% | $4,918-80.1% | $2,790-65.0% |
| Participant deferral / active EE | $3,293 | $4,274-22.9% | $5,610-41.3% | $4,249-22.5% |
| Admin fee / account holder | $18,667 | $9,839+89.7% | $14,905+25.2% | $8,951+108.5% |