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 | $30,441 | $40,263-24.4% | $57,347-46.9% | $59,632-49.0% |
| Participation rate | 53.3% | 69.2%-15.8pp | 75.1%-21.8pp | 68.7%-15.3pp |
| Annual return | -2.70% | 27.50%-30.2pp | 24.40%-27.1pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,472 | $2,400+3.0% | $3,162-21.8% | $3,192-22.5% |
| Admin fee / account holder | $3,583 | $2,819+27.1% | $3,356+6.8% | $4,297-16.6% |