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 | $42,720 | $53,128-19.6% | $86,582-50.7% | $70,126-39.1% |
| Participation rate | 67.4% | 65.3%+2.1pp | 73.5%-6.2pp | 69.5%-2.1pp |
| Annual return | 12.36% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $589 | $2,068-71.5% | $2,839-79.3% | $2,343-74.9% |
| Participant deferral / active EE | $1,676 | $2,695-37.8% | $3,609-53.6% | $3,332-49.7% |
| Admin fee / account holder | $1,919 | $3,584-46.5% | $4,904-60.9% | $4,645-58.7% |