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 | $47,775 | $127,386-62.5% | $115,037-58.5% | $125,388-61.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -6.31% | 31.28%-37.6pp | 26.14%-32.5pp | 282.24%-288.6pp |
| Employer contribution / active EE | $1,010 | $5,166-80.4% | $4,608-78.1% | $4,866-79.2% |
| Participant deferral / active EE | $6,500 | $6,423+1.2% | $6,026+7.9% | $5,352+21.5% |
| Admin fee / account holder | $1,790 | $9,516-81.2% | $8,175-78.1% | $9,541-81.2% |