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 | $48,273 | $48,364-0.2% | $71,796-32.8% | $62,881-23.2% |
| Participation rate | 67.5% | 60.6%+6.9pp | 69.1%-1.6pp | 69.3%-1.8pp |
| Annual return | 3.47% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,353 | $1,042+29.9% | $1,924-29.7% | $2,281-40.7% |
| Participant deferral / active EE | $3,898 | $2,091+86.4% | $2,794+39.5% | $3,203+21.7% |
| Admin fee / account holder | $2,954 | $3,771-21.7% | $4,815-38.6% | $4,296-31.2% |