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 | $31,952 | $71,878-55.5% | $86,698-63.1% | $68,486-53.3% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.6%-29.0pp | 67.9%-20.3pp |
| Annual return | -18.97% | 3.53%-22.5pp | 35.95%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,837-59.5% | $2,597-55.8% |
| Participant deferral / active EE | $2,464 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $1,106 | $6,113-81.9% | $7,493-85.2% | $5,404-79.5% |