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 | $41,181 | $127,387-67.7% | $115,038-64.2% | $125,389-67.2% |
| Participation rate | 55.0% | 84.2%-29.2pp | 81.4%-26.4pp | 83.2%-28.2pp |
| Annual return | -4.06% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,271 | $5,166-75.4% | $4,608-72.4% | $4,866-73.9% |
| Participant deferral / active EE | $2,295 | $6,423-64.3% | $6,026-61.9% | $5,352-57.1% |
| Admin fee / account holder | $3,897 | $9,516-59.0% | $8,175-52.3% | $9,541-59.2% |