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 | $36,751 | $45,082-18.5% | $69,464-47.1% | $72,975-49.6% |
| Participation rate | 64.2% | 68.5%-4.3pp | 74.6%-10.5pp | 69.5%-5.3pp |
| Annual return | 3.22% | 22.66%-19.4pp | 28.98%-25.8pp | 81.01%-77.8pp |
| Employer contribution / active EE | $1,170 | $2,055-43.1% | $2,779-57.9% | $2,440-52.1% |
| Participant deferral / active EE | $1,596 | $2,604-38.7% | $3,536-54.9% | $3,608-55.7% |
| Admin fee / account holder | $2,729 | $3,057-10.7% | $3,840-28.9% | $5,124-46.7% |