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 | $56,837 | $81,870-30.6% | $119,622-52.5% | $68,486-17.0% |
| Participation rate | 45.1% | 71.9%-26.8pp | 79.3%-34.2pp | 67.9%-22.8pp |
| Annual return | -21.45% | -23.82%+2.4pp | -14.98%-6.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,002 | $2,692-25.6% | $4,232-52.7% | $2,597-22.9% |
| Participant deferral / active EE | $5,211 | $4,148+25.6% | $5,601-7.0% | $4,028+29.4% |
| Admin fee / account holder | $1,470 | $6,583-77.7% | $10,328-85.8% | $5,404-72.8% |