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 | $43,142 | $65,557-34.2% | $105,738-59.2% | $56,287-23.4% |
| Participation rate | 35.8% | 63.4%-27.6pp | 76.3%-40.5pp | 69.9%-34.0pp |
| Annual return | -13.24% | -1.32%-11.9pp | 6.27%-19.5pp | -9.96%-3.3pp |
| Employer contribution / active EE | $677 | $1,788-62.1% | $3,268-79.3% | $2,111-67.9% |
| Participant deferral / active EE | $1,147 | $2,418-52.6% | $4,080-71.9% | $3,350-65.8% |
| Admin fee / account holder | $1,502 | $561+167.5% | $6,913-78.3% | $521+188.3% |