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 | $43,927 | $56,339-22.0% | $104,301-57.9% | $68,495-35.9% |
| Participation rate | 41.5% | 63.3%-21.8pp | 73.3%-31.8pp | 67.9%-26.4pp |
| Annual return | -21.40% | -9.19%-12.2pp | 24.61%-46.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $625 | $1,960-68.1% | $3,373-81.5% | $2,596-75.9% |
| Participant deferral / active EE | $1,365 | $3,077-55.7% | $4,626-70.5% | $4,028-66.1% |
| Admin fee / account holder | $5,289 | $4,902+7.9% | $7,340-27.9% | $5,403-2.1% |