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 | $41,606 | $50,947-18.3% | $74,551-44.2% | $64,173-35.2% |
| Participation rate | 41.4% | 61.1%-19.6pp | 69.1%-27.7pp | 69.6%-28.1pp |
| Annual return | -8.83% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,060 | $2,302-10.5% | $3,108-33.7% | $3,470-40.6% |
| Admin fee / account holder | $3,252 | $4,221-23.0% | $5,059-35.7% | $4,887-33.5% |