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 | $56,334 | $52,678+6.9% | $75,784-25.7% | $59,633-5.5% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.8%-35.8pp | 68.7%-28.7pp |
| Annual return | -4.01% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $931 | $2,193-57.6% | $3,323-72.0% | $2,203-57.7% |
| Participant deferral / active EE | $1,546 | $2,591-40.3% | $3,652-57.7% | $3,192-51.6% |
| Admin fee / account holder | $1,202 | $3,610-66.7% | $5,300-77.3% | $4,297-72.0% |