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 | $45,506 | $76,551-40.6% | $123,894-63.3% | $62,881-27.6% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 4.61% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $834 | $2,882-71.1% | $4,617-81.9% | $2,281-63.4% |
| Participant deferral / active EE | $3,748 | $4,840-22.6% | $5,984-37.4% | $3,203+17.0% |
| Admin fee / account holder | $3,112 | $4,826-35.5% | $8,357-62.8% | $4,296-27.6% |