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 | $49,871 | $167,362-70.2% | $143,799-65.3% | $134,532-62.9% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | -20.28% | 0.47%-20.8pp | -0.04%-20.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,253 | $5,620-77.7% | $4,952-74.7% | $4,741-73.6% |
| Participant deferral / active EE | $3,431 | $6,447-46.8% | $5,638-39.2% | $6,401-46.4% |
| Admin fee / account holder | $2,580 | $18,094-85.7% | $14,677-82.4% | $11,429-77.4% |