Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,613 | $73,009-27.9% | $90,756-42.0% | $68,495-23.2% |
| Participation rate | 46.7% | 70.8%-24.2pp | 75.7%-29.0pp | 67.9%-21.2pp |
| Annual return | -19.05% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,745 | $3,626-24.3% | $4,565-39.9% | $4,028-31.8% |
| Admin fee / account holder | $905 | $5,896-84.6% | $8,445-89.3% | $5,403-83.2% |