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 | $52,334 | $54,357-3.7% | $82,706-36.7% | $68,495-23.6% |
| Participation rate | 58.1% | 63.9%-5.9pp | 72.6%-14.5pp | 67.9%-9.8pp |
| Annual return | -21.63% | -13.67%-8.0pp | 701.76%-723.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $548 | $2,218-75.3% | $3,007-81.8% | $2,596-78.9% |
| Participant deferral / active EE | $1,301 | $3,246-59.9% | $4,394-70.4% | $4,028-67.7% |
| Admin fee / account holder | $4,567 | $4,396+3.9% | $5,329-14.3% | $5,403-15.5% |