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 | $46,158 | $45,438+1.6% | $80,004-42.3% | $59,633-22.6% |
| Participation rate | 30.2% | 63.7%-33.6pp | 73.0%-42.8pp | 68.7%-38.5pp |
| Annual return | -2.64% | 5.10%-7.7pp | 7.63%-10.3pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $810 | $1,236-34.5% | $2,473-67.3% | $2,203-63.2% |
| Participant deferral / active EE | $2,121 | $2,231-4.9% | $3,204-33.8% | $3,192-33.5% |
| Admin fee / account holder | $1,258 | $3,464-63.7% | $5,033-75.0% | $4,297-70.7% |