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 | $39,426 | $77,817-49.3% | $123,553-68.1% | $64,173-38.6% |
| Participation rate | 55.4% | 74.7%-19.3pp | 82.3%-26.9pp | 69.6%-14.2pp |
| Annual return | -8.97% | 12.49%-21.5pp | 119.21%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,087 | $3,014-63.9% | $4,628-76.5% | $2,381-54.4% |
| Participant deferral / active EE | $2,793 | $5,240-46.7% | $6,426-56.5% | $3,470-19.5% |
| Admin fee / account holder | $884 | $5,519-84.0% | $9,284-90.5% | $4,887-81.9% |