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 | $55,309 | $45,438+21.7% | $80,004-30.9% | $59,633-7.3% |
| Participation rate | 45.2% | 63.7%-18.6pp | 73.0%-27.8pp | 68.7%-23.5pp |
| Annual return | -3.26% | 5.10%-8.4pp | 7.63%-10.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $363 | $1,236-70.7% | $2,473-85.3% | $2,203-83.5% |
| Participant deferral / active EE | $1,271 | $2,231-43.0% | $3,204-60.3% | $3,192-60.2% |
| Admin fee / account holder | $4,726 | $3,464+36.4% | $5,033-6.1% | $4,297+10.0% |