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 | $41,686 | $78,483-46.9% | $106,201-60.7% | $74,546-44.1% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.4pp | 67.2%+2.7pp |
| Annual return | 10.31% | 15.94%-5.6pp | 116.26%-105.9pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,532 | $2,522-39.2% | $3,170-51.7% | $2,624-41.6% |
| Participant deferral / active EE | $3,111 | $4,320-28.0% | $5,012-37.9% | $4,347-28.5% |
| Admin fee / account holder | $1,531 | $2,236-31.5% | $11,039-86.1% | $1,944-21.2% |