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 | $46,861 | $25,979+80.4% | $71,755-34.7% | $68,486-31.6% |
| Participation rate | 57.1% | 54.5%+2.6pp | 62.3%-5.2pp | 67.9%-10.8pp |
| Annual return | -20.19% | -15.10%-5.1pp | 9.09%-29.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,423 | $900+58.1% | $1,704-16.4% | $2,597-45.2% |
| Participant deferral / active EE | $2,672 | $1,522+75.5% | $2,656+0.6% | $4,028-33.7% |
| Admin fee / account holder | $9,144 | $2,022+352.3% | $3,972+130.2% | $5,404+69.2% |