Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,552 | $71,872-57.5% | $86,691-64.8% | $68,495-55.4% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -26.27% | 3.53%-29.8pp | 35.94%-62.2pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,767 | $2,173-18.7% | $2,837-37.7% | $2,596-32.0% |
| Participant deferral / active EE | $3,779 | $3,7790% | $4,656-18.8% | $4,028-6.2% |
| Admin fee / account holder | $6,006 | $6,112-1.7% | $7,492-19.8% | $5,403+11.2% |