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 | $42,031 | $48,364-13.1% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 68.6% | 60.6%+7.9pp | 69.1%-0.5pp | 69.3%-0.7pp |
| Annual return | 1.43% | 13.16%-11.7pp | 78.04%-76.6pp | 20.14%-18.7pp |
| Employer contribution / active EE | $362 | $1,042-65.3% | $1,924-81.2% | $2,281-84.2% |
| Participant deferral / active EE | $3,736 | $2,091+78.6% | $2,794+33.7% | $3,203+16.6% |
| Admin fee / account holder | $3,350 | $3,771-11.2% | $4,815-30.4% | $4,296-22.0% |