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 | $59,340 | $77,817-23.7% | $123,553-52.0% | $64,173-7.5% |
| Participation rate | 47.2% | 74.7%-27.5pp | 82.3%-35.1pp | 69.6%-22.3pp |
| Annual return | -8.25% | 12.49%-20.7pp | 119.21%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,095 | $3,014-63.7% | $4,628-76.3% | $2,381-54.0% |
| Participant deferral / active EE | $2,889 | $5,240-44.9% | $6,426-55.0% | $3,470-16.8% |
| Admin fee / account holder | $3,212 | $5,519-41.8% | $9,284-65.4% | $4,887-34.3% |