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 | $42,789 | $41,377+3.4% | $109,313-60.9% | $62,881-32.0% |
| Participation rate | 41.4% | 57.5%-16.1pp | 71.3%-29.8pp | 69.3%-27.9pp |
| Annual return | -0.01% | 11.05%-11.1pp | 22.07%-22.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $756 | $1,276-40.7% | $3,892-80.6% | $2,281-66.8% |
| Participant deferral / active EE | $1,281 | $2,045-37.3% | $3,166-59.5% | $3,203-60.0% |
| Admin fee / account holder | $3,674 | $2,884+27.4% | $5,666-35.2% | $4,296-14.5% |