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 | $44,429 | $48,364-8.1% | $71,796-38.1% | $62,881-29.3% |
| Participation rate | 68.4% | 60.6%+7.8pp | 69.1%-0.7pp | 69.3%-0.9pp |
| Annual return | 4.25% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $221 | $1,042-78.8% | $1,924-88.5% | $2,281-90.3% |
| Participant deferral / active EE | $1,100 | $2,091-47.4% | $2,794-60.7% | $3,203-65.7% |
| Admin fee / account holder | $1,625 | $3,771-56.9% | $4,815-66.2% | $4,296-62.2% |