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 | $56,005 | $71,872-22.1% | $86,691-35.4% | $68,495-18.2% |
| Participation rate | 56.7% | 72.2%-15.6pp | 76.6%-19.9pp | 67.9%-11.2pp |
| Annual return | -23.72% | 3.53%-27.2pp | 35.94%-59.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $1,012 | $2,173-53.4% | $2,837-64.3% | $2,596-61.0% |
| Participant deferral / active EE | $2,286 | $3,779-39.5% | $4,656-50.9% | $4,028-43.2% |
| Admin fee / account holder | $895 | $6,112-85.4% | $7,492-88.1% | $5,403-83.4% |