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 | $43,192 | $50,554-14.6% | $67,681-36.2% | $87,485-50.6% |
| Participation rate | 68.8% | 67.7%+1.0pp | 73.7%-5.0pp | 68.9%-0.2pp |
| Annual return | 8.96% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,965 | $1,988-1.2% | $2,678-26.6% | $2,596-24.3% |
| Participant deferral / active EE | $4,295 | $2,961+45.0% | $3,976+8.0% | $4,274+0.5% |
| Admin fee / account holder | $1,011 | $4,132-75.5% | $6,100-83.4% | $7,775-87.0% |