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 | $38,952 | $84,518-53.9% | $67,704-42.5% | $125,388-68.9% |
| Participation rate | 52.9% | 74.8%-21.8pp | 67.5%-14.6pp | 83.2%-30.2pp |
| Annual return | -5.39% | 2.57%-8.0pp | 25.41%-30.8pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,895 | $4,430-57.2% | $3,585-47.1% | $5,352-64.6% |
| Admin fee / account holder | $1,308 | $5,340-75.5% | $4,255-69.3% | $9,541-86.3% |