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 | $67,312 | $73,863-8.9% | $143,797-53.2% | $68,490-1.7% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -19.44% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,869 | $3,185-41.3% | $4,952-62.3% | $2,597-28.0% |
| Participant deferral / active EE | $3,738 | $3,385+10.4% | $5,638-33.7% | $4,028-7.2% |
| Admin fee / account holder | $15,415 | $5,756+167.8% | $14,679+5.0% | $5,403+185.3% |