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 | $33,884 | $43,730-22.5% | $121,220-72.0% | $64,173-47.2% |
| Participation rate | 39.3% | 58.3%-19.1pp | 71.8%-32.5pp | 69.6%-30.3pp |
| Annual return | -9.56% | 68.94%-78.5pp | 16.94%-26.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $654 | $1,297-49.6% | $4,023-83.7% | $2,381-72.5% |
| Participant deferral / active EE | $1,467 | $2,281-35.7% | $3,345-56.1% | $3,470-57.7% |
| Admin fee / account holder | $1,231 | $3,502-64.9% | $5,021-75.5% | $4,887-74.8% |