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 | $40,016 | $43,333-7.7% | $59,883-33.2% | $64,181-37.7% |
| Participation rate | 51.2% | 69.2%-18.0pp | 74.7%-23.5pp | 69.6%-18.4pp |
| Annual return | -8.82% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $809 | $2,029-60.1% | $2,722-70.3% | $2,381-66.0% |
| Participant deferral / active EE | $3,367 | $2,547+32.2% | $3,402-1.0% | $3,470-2.9% |
| Admin fee / account holder | $1,555 | $3,006-48.3% | $3,591-56.7% | $4,887-68.2% |