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 | $41,033 | $45,872-10.5% | $77,096-46.8% | $68,486-40.1% |
| Participation rate | 31.3% | 55.9%-24.7pp | 67.9%-36.7pp | 67.9%-36.6pp |
| Annual return | -24.58% | 1.73%-26.3pp | 42.35%-66.9pp | -7.85%-16.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,337 | $2,963-21.1% | $4,429-47.2% | $4,028-42.0% |
| Admin fee / account holder | $325 | $3,041-89.3% | $5,428-94.0% | $5,404-94.0% |