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 | $45,266 | $70,684-36.0% | $169,390-73.3% | $75,173-39.8% |
| Participation rate | 48.5% | 64.8%-16.3pp | 77.2%-28.7pp | 67.2%-18.7pp |
| Annual return | -7.67% | 36.38%-44.1pp | 406.07%-413.7pp | 160.72%-168.4pp |
| Employer contribution / active EE | $737 | $2,211-66.7% | $4,013-81.6% | $2,671-72.4% |
| Participant deferral / active EE | $3,733 | $4,310-13.4% | $6,222-40.0% | $4,126-9.5% |
| Admin fee / account holder | $5,527 | $5,404+2.3% | $9,015-38.7% | $5,651-2.2% |