Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,046 | $71,873-29.0% | $86,698-41.1% | $68,490-25.5% |
| Participation rate | 47.4% | 72.2%-24.9pp | 76.6%-29.2pp | 67.9%-20.5pp |
| Annual return | -18.87% | 3.54%-22.4pp | 35.96%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,522 | $2,173-30.0% | $2,837-46.3% | $2,597-41.4% |
| Participant deferral / active EE | $4,351 | $3,779+15.1% | $4,656-6.6% | $4,028+8.0% |
| Admin fee / account holder | $1,045 | $6,110-82.9% | $7,492-86.0% | $5,403-80.7% |