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 | $53,883 | $60,349-10.7% | $74,184-27.4% | $62,881-14.3% |
| Participation rate | 46.2% | 72.7%-26.6pp | 76.6%-30.5pp | 69.3%-23.2pp |
| Annual return | -1.10% | 21.38%-22.5pp | 17.74%-18.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $921 | $1,680-45.2% | $2,370-61.2% | $2,281-59.6% |
| Participant deferral / active EE | $2,566 | $2,856-10.1% | $3,550-27.7% | $3,203-19.9% |
| Admin fee / account holder | $23,855 | $4,261+459.9% | $5,586+327.1% | $4,296+455.3% |