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 | $55,294 | $50,947+8.5% | $74,549-25.8% | $64,173-13.8% |
| Participation rate | 27.8% | 61.1%-33.3pp | 69.1%-41.4pp | 69.6%-41.8pp |
| Annual return | -15.98% | -1.85%-14.1pp | 32.53%-48.5pp | 7.63%-23.6pp |
| Employer contribution / active EE | $407 | $1,115-63.5% | $1,961-79.3% | $2,381-82.9% |
| Participant deferral / active EE | $2,196 | $2,302-4.6% | $3,108-29.3% | $3,470-36.7% |
| Admin fee / account holder | $854 | $4,221-79.8% | $5,059-83.1% | $4,887-82.5% |