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 | $37,474 | $73,955-49.3% | $96,520-61.2% | $75,181-50.2% |
| Participation rate | 59.6% | 66.4%-6.8pp | 74.3%-14.7pp | 67.2%-7.6pp |
| Annual return | -5.32% | 26.72%-32.0pp | 35.72%-41.0pp | 160.69%-166.0pp |
| Employer contribution / active EE | $780 | $2,930-73.4% | $3,739-79.1% | $2,671-70.8% |
| Participant deferral / active EE | $1,787 | $3,659-51.2% | $4,879-63.4% | $4,126-56.7% |
| Admin fee / account holder | $2,320 | $5,217-55.5% | $6,733-65.5% | $5,650-58.9% |