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 | $44,022 | $71,872-38.7% | $86,691-49.2% | $68,495-35.7% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -20.11% | 3.53%-23.6pp | 35.94%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,542 | $2,173-29.0% | $2,837-45.7% | $2,596-40.6% |
| Participant deferral / active EE | $2,884 | $3,779-23.7% | $4,656-38.1% | $4,028-28.4% |
| Admin fee / account holder | $2,616 | $6,112-57.2% | $7,492-65.1% | $5,403-51.6% |