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 | $40,813 | $102,245-60.1% | $89,340-54.3% | $137,256-70.3% |
| Participation rate | 65.2% | 74.9%-9.7pp | 69.6%-4.3pp | 80.0%-14.7pp |
| Annual return | 9.72% | 21.89%-12.2pp | 20.57%-10.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,137 | $2,529-55.0% | $2,231-49.0% | $4,156-72.6% |
| Participant deferral / active EE | $1,890 | $4,436-57.4% | $3,823-50.6% | $6,407-70.5% |
| Admin fee / account holder | $4,764 | $8,085-41.1% | $6,704-28.9% | $12,270-61.2% |