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 | $57,865 | $59,834-3.3% | $79,576-27.3% | $68,495-15.5% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.5%-25.5pp | 67.9%-23.9pp |
| Annual return | -21.19% | -12.30%-8.9pp | 0.15%-21.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,963 | $3,024-2.0% | $3,985-25.6% | $4,028-26.4% |
| Admin fee / account holder | $1,335 | $4,835-72.4% | $6,834-80.5% | $5,403-75.3% |