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 | $44,515 | $54,757-18.7% | $90,304-50.7% | $72,975-39.0% |
| Participation rate | 41.0% | 65.2%-24.2pp | 73.3%-32.3pp | 69.5%-28.5pp |
| Annual return | -0.39% | 30.63%-31.0pp | 78.13%-78.5pp | 81.01%-81.4pp |
| Employer contribution / active EE | $943 | $2,093-55.0% | $2,855-67.0% | $2,440-61.4% |
| Participant deferral / active EE | $1,296 | $2,887-55.1% | $3,885-66.7% | $3,608-64.1% |
| Admin fee / account holder | $451 | $3,973-88.6% | $5,354-91.6% | $5,124-91.2% |