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 | $42,868 | $71,878-40.4% | $86,698-50.6% | $68,486-37.4% |
| Participation rate | 42.7% | 72.2%-29.6pp | 76.6%-33.9pp | 67.9%-25.2pp |
| Annual return | -19.25% | 3.53%-22.8pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $767 | $2,173-64.7% | $2,837-73.0% | $2,597-70.5% |
| Participant deferral / active EE | $3,718 | $3,779-1.6% | $4,656-20.1% | $4,028-7.7% |
| Admin fee / account holder | $1,752 | $6,113-71.3% | $7,493-76.6% | $5,404-67.6% |