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 | $40,573 | $71,878-43.6% | $86,698-53.2% | $68,486-40.8% |
| Participation rate | 44.1% | 72.2%-28.1pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -22.59% | 3.53%-26.1pp | 35.95%-58.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,292 | $2,173-40.6% | $2,837-54.5% | $2,597-50.2% |
| Participant deferral / active EE | $2,539 | $3,779-32.8% | $4,656-45.5% | $4,028-37.0% |
| Admin fee / account holder | $989 | $6,113-83.8% | $7,493-86.8% | $5,404-81.7% |