Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,601 | $81,870-41.9% | $119,608-60.2% | $68,495-30.5% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.0pp |
| Annual return | -19.54% | -23.82%+4.3pp | -14.98%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,537 | $2,692-42.9% | $4,232-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $5,383 | $4,148+29.8% | $5,601-3.9% | $4,028+33.7% |
| Admin fee / account holder | $1,164 | $6,583-82.3% | $10,326-88.7% | $5,403-78.5% |