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 | $42,644 | $76,551-44.3% | $123,894-65.6% | $62,881-32.2% |
| Participation rate | 49.4% | 73.0%-23.6pp | 81.4%-32.0pp | 69.3%-19.9pp |
| Annual return | 5.34% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,901 | $2,882+0.6% | $4,617-37.2% | $2,281+27.2% |
| Participant deferral / active EE | $4,265 | $4,840-11.9% | $5,984-28.7% | $3,203+33.2% |
| Admin fee / account holder | $6,771 | $4,826+40.3% | $8,357-19.0% | $4,296+57.6% |