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 | $52,799 | $59,819-11.7% | $79,583-33.7% | $68,490-22.9% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -25.33% | -12.30%-13.0pp | 0.16%-25.5pp | -7.85%-17.5pp |
| Employer contribution / active EE | $398 | $1,505-73.5% | $2,414-83.5% | $2,597-84.7% |
| Participant deferral / active EE | $1,603 | $3,025-47.0% | $3,986-59.8% | $4,028-60.2% |
| Admin fee / account holder | $1,283 | $4,835-73.5% | $6,835-81.2% | $5,403-76.2% |