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 | $56,771 | $71,873-21.0% | $86,698-34.5% | $68,490-17.1% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -19.16% | 3.54%-22.7pp | 35.96%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $816 | $2,173-62.4% | $2,837-71.2% | $2,597-68.6% |
| Participant deferral / active EE | $3,944 | $3,779+4.4% | $4,656-15.3% | $4,028-2.1% |
| Admin fee / account holder | $2,125 | $6,110-65.2% | $7,492-71.6% | $5,403-60.7% |