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 | $31,962 | $48,267-33.8% | $68,794-53.5% | $68,495-53.3% |
| Participation rate | 64.2% | 60.7%+3.5pp | 69.0%-4.9pp | 67.9%-3.7pp |
| Annual return | -39.10% | -12.70%-26.4pp | -6.37%-32.7pp | -7.84%-31.3pp |
| Employer contribution / active EE | $1,313 | $1,829-28.2% | $2,656-50.6% | $2,596-49.4% |
| Participant deferral / active EE | $3,132 | $2,867+9.3% | $3,941-20.5% | $4,028-22.2% |
| Admin fee / account holder | $3,847 | $4,362-11.8% | $4,934-22.0% | $5,403-28.8% |