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 | $43,181 | $69,977-38.3% | $108,582-60.2% | $62,881-31.3% |
| Participation rate | 69.1% | 72.9%-3.8pp | 79.6%-10.5pp | 69.3%-0.2pp |
| Annual return | 4.59% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $456 | $2,135-78.7% | $3,758-87.9% | $2,281-80.0% |
| Participant deferral / active EE | $3,334 | $3,165+5.3% | $4,311-22.7% | $3,203+4.1% |
| Admin fee / account holder | $6,967 | $5,076+37.2% | $7,645-8.9% | $4,296+62.2% |