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 | $32,554 | $40,263-19.1% | $57,347-43.2% | $59,632-45.4% |
| Participation rate | 56.5% | 69.2%-12.6pp | 75.1%-18.6pp | 68.7%-12.1pp |
| Annual return | -2.62% | 27.50%-30.1pp | 24.40%-27.0pp | 2041.32%-2043.9pp |
| Employer contribution / active EE | $2,028 | $1,922+5.5% | $2,689-24.6% | $2,203-7.9% |
| Participant deferral / active EE | $4,543 | $2,400+89.3% | $3,162+43.7% | $3,192+42.3% |
| Admin fee / account holder | $1,317 | $2,819-53.3% | $3,356-60.8% | $4,297-69.3% |