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 | $45,534 | $77,638-41.4% | $156,551-70.9% | $62,881-27.6% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | -2.80% | 50.33%-53.1pp | 32.23%-35.0pp | 20.14%-22.9pp |
| Employer contribution / active EE | $930 | $3,444-73.0% | $5,501-83.1% | $2,281-59.2% |
| Participant deferral / active EE | $1,223 | $3,046-59.9% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $506 | $5,561-90.9% | $13,028-96.1% | $4,296-88.2% |