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 | $48,501 | $52,279-7.2% | $89,400-45.7% | $79,858-39.3% |
| Participation rate | 51.4% | 57.5%-6.1pp | 68.0%-16.6pp | 69.6%-18.2pp |
| Annual return | -0.67% | 22.16%-22.8pp | 245.64%-246.3pp | 31.72%-32.4pp |
| Employer contribution / active EE | $431 | $1,572-72.6% | $2,586-83.3% | $2,471-82.6% |
| Participant deferral / active EE | $2,467 | $2,740-10.0% | $3,890-36.6% | $3,740-34.0% |
| Admin fee / account holder | $857 | $3,356-74.5% | $4,882-82.4% | $5,306-83.9% |