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 | $45,055 | $48,364-6.8% | $71,796-37.2% | $62,881-28.3% |
| Participation rate | 35.4% | 60.6%-25.2pp | 69.1%-33.7pp | 69.3%-33.9pp |
| Annual return | 3.16% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $527 | $1,042-49.4% | $1,924-72.6% | $2,281-76.9% |
| Participant deferral / active EE | $1,460 | $2,091-30.2% | $2,794-47.7% | $3,203-54.4% |
| Admin fee / account holder | $2,847 | $3,771-24.5% | $4,815-40.9% | $4,296-33.7% |