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 | $50,121 | $54,380-7.8% | $68,509-26.8% | $59,633-16.0% |
| Participation rate | 37.9% | 70.2%-32.3pp | 74.7%-36.8pp | 68.7%-30.8pp |
| Annual return | -7.09% | 2.83%-9.9pp | 8.27%-15.4pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $1,544 | $1,539+0.4% | $2,278-32.2% | $2,203-29.9% |
| Participant deferral / active EE | $2,497 | $2,643-5.5% | $3,382-26.2% | $3,192-21.8% |
| Admin fee / account holder | $8,174 | $3,885+110.4% | $5,275+55.0% | $4,297+90.2% |