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 | $44,350 | $79,961-44.5% | $98,462-55.0% | $75,177-41.0% |
| Participation rate | 68.1% | 70.4%-2.3pp | 75.2%-7.1pp | 67.2%+0.9pp |
| Annual return | 9.60% | 19.75%-10.1pp | 21.17%-11.6pp | 160.75%-151.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,206 | $3,753+12.1% | $4,738-11.2% | $4,126+1.9% |
| Admin fee / account holder | $6,209 | $6,842-9.3% | $8,875-30.0% | $5,651+9.9% |