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 | $40,315 | $74,535-45.9% | $100,712-60.0% | $82,637-51.2% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 11.35% | 18.92%-7.6pp | 33.27%-21.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,282 | $1,503-14.7% | $2,313-44.6% | $2,552-49.8% |
| Participant deferral / active EE | $3,186 | $3,074+3.6% | $4,085-22.0% | $4,126-22.8% |
| Admin fee / account holder | $1,952 | $6,576-70.3% | $9,256-78.9% | $7,339-73.4% |