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 | $43,637 | $58,851-25.9% | $115,170-62.1% | $72,975-40.2% |
| Participation rate | 32.9% | 65.5%-32.7pp | 75.9%-43.0pp | 69.5%-36.6pp |
| Annual return | -2.21% | 23.16%-25.4pp | 35.60%-37.8pp | 81.01%-83.2pp |
| Employer contribution / active EE | $684 | $1,798-62.0% | $3,179-78.5% | $2,440-72.0% |
| Participant deferral / active EE | $1,036 | $2,643-60.8% | $4,169-75.1% | $3,608-71.3% |
| Admin fee / account holder | $611 | $6,370-90.4% | $7,089-91.4% | $5,124-88.1% |