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 | $47,254 | $79,633-40.7% | $93,786-49.6% | $68,490-31.0% |
| Participation rate | 69.0% | 75.4%-6.4pp | 81.0%-12.0pp | 67.9%+1.1pp |
| Annual return | -25.66% | -0.10%-25.6pp | -11.32%-14.3pp | -7.85%-17.8pp |
| Employer contribution / active EE | $2,467 | $3,665-32.7% | $4,328-43.0% | $2,597-5.0% |
| Participant deferral / active EE | $4,493 | $5,158-12.9% | $6,100-26.3% | $4,028+11.6% |
| Admin fee / account holder | $702 | $6,871-89.8% | $7,184-90.2% | $5,403-87.0% |