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 | $45,775 | $73,839-38.0% | $143,788-68.2% | $68,495-33.2% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -20.05% | 1.01%-21.1pp | -0.03%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $396 | $3,184-87.6% | $4,952-92.0% | $2,596-84.7% |
| Participant deferral / active EE | $1,957 | $3,384-42.2% | $5,638-65.3% | $4,028-51.4% |
| Admin fee / account holder | $2,270 | $5,755-60.6% | $14,675-84.5% | $5,403-58.0% |