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 | $45,936 | $76,551-40.0% | $123,894-62.9% | $62,881-26.9% |
| Participation rate | 68.8% | 73.0%-4.2pp | 81.4%-12.7pp | 69.3%-0.6pp |
| Annual return | 3.13% | 18.68%-15.5pp | 47.52%-44.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $958 | $2,882-66.7% | $4,617-79.2% | $2,281-58.0% |
| Participant deferral / active EE | $3,390 | $4,840-30.0% | $5,984-43.3% | $3,203+5.8% |
| Admin fee / account holder | $1,232 | $4,826-74.5% | $8,357-85.3% | $4,296-71.3% |