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 | $20,958 | $77,816-73.1% | $123,549-83.0% | $64,181-67.3% |
| Participation rate | 62.9% | 74.7%-11.8pp | 82.3%-19.4pp | 69.6%-6.7pp |
| Annual return | -9.11% | 12.49%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,896 | $3,014-37.1% | $4,628-59.0% | $2,381-20.4% |
| Participant deferral / active EE | $3,620 | $5,240-30.9% | $6,426-43.7% | $3,470+4.3% |
| Admin fee / account holder | $4,366 | $5,519-20.9% | $9,284-53.0% | $4,887-10.7% |