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 | $43,355 | $48,364-10.4% | $71,796-39.6% | $62,881-31.1% |
| Participation rate | 61.5% | 60.6%+0.9pp | 69.1%-7.6pp | 69.3%-7.8pp |
| Annual return | 3.40% | 13.16%-9.8pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $203 | $1,042-80.5% | $1,924-89.4% | $2,281-91.1% |
| Participant deferral / active EE | $3,428 | $2,091+63.9% | $2,794+22.7% | $3,203+7.0% |
| Admin fee / account holder | $1,645 | $3,771-56.4% | $4,815-65.8% | $4,296-61.7% |