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 | $41,647 | $41,377+0.7% | $109,313-61.9% | $62,881-33.8% |
| Participation rate | 63.6% | 57.5%+6.1pp | 71.3%-7.6pp | 69.3%-5.7pp |
| Annual return | 4.69% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $745 | $1,276-41.7% | $3,892-80.9% | $2,281-67.4% |
| Participant deferral / active EE | $2,787 | $2,045+36.3% | $3,166-12.0% | $3,203-13.0% |
| Admin fee / account holder | $7,057 | $2,884+144.7% | $5,666+24.5% | $4,296+64.3% |