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 | $50,867 | $50,947-0.2% | $74,551-31.8% | $64,173-20.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -12.97% | -1.85%-11.1pp | 32.53%-45.5pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,202 | $1,115+7.8% | $1,961-38.7% | $2,381-49.5% |
| Participant deferral / active EE | $2,445 | $2,302+6.2% | $3,108-21.3% | $3,470-29.5% |
| Admin fee / account holder | $2,881 | $4,221-31.7% | $5,059-43.1% | $4,887-41.1% |