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 | $41,263 | $72,486-43.1% | $87,103-52.6% | $72,976-43.5% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 2.89% | 24.46%-21.6pp | 28.19%-25.3pp | 81.02%-78.1pp |
| Employer contribution / active EE | $654 | $1,894-65.5% | $2,521-74.1% | $2,440-73.2% |
| Participant deferral / active EE | $3,374 | $3,270+3.2% | $4,049-16.7% | $3,608-6.5% |
| Admin fee / account holder | $14,652 | $5,055+189.9% | $7,491+95.6% | $5,124+185.9% |