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 | $41,736 | $69,977-40.4% | $108,582-61.6% | $62,881-33.6% |
| Participation rate | 54.9% | 72.9%-18.0pp | 79.6%-24.7pp | 69.3%-14.4pp |
| Annual return | -6.30% | 10.73%-17.0pp | -51.70%+45.4pp | 20.14%-26.4pp |
| Employer contribution / active EE | $1,193 | $2,135-44.1% | $3,758-68.3% | $2,281-47.7% |
| Participant deferral / active EE | $2,520 | $3,165-20.4% | $4,311-41.5% | $3,203-21.3% |
| Admin fee / account holder | $2,200 | $5,076-56.7% | $7,645-71.2% | $4,296-48.8% |