Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,688 | $64,716-21.7% | $112,258-54.8% | $68,495-26.0% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -22.54% | -11.40%-11.1pp | 27.47%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,339 | $2,746-51.2% | $3,636-63.2% | $2,596-48.4% |
| Participant deferral / active EE | $2,665 | $3,565-25.2% | $4,728-43.6% | $4,028-33.8% |
| Admin fee / account holder | $2,286 | $5,232-56.3% | $6,411-64.3% | $5,403-57.7% |