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 | $31,269 | $48,267-35.2% | $68,808-54.6% | $68,486-54.3% |
| Participation rate | 58.5% | 60.7%-2.1pp | 69.0%-10.5pp | 67.9%-9.4pp |
| Annual return | -21.45% | -12.70%-8.7pp | -6.37%-15.1pp | -7.85%-13.6pp |
| Employer contribution / active EE | $407 | $1,829-77.8% | $2,656-84.7% | $2,597-84.3% |
| Participant deferral / active EE | $1,720 | $2,867-40.0% | $3,942-56.4% | $4,028-57.3% |
| Admin fee / account holder | $3,503 | $4,362-19.7% | $4,936-29.0% | $5,404-35.2% |