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 | $54,079 | $63,861-15.3% | $104,639-48.3% | $79,856-32.3% |
| Participation rate | 67.9% | 64.9%+2.9pp | 74.1%-6.2pp | 69.6%-1.8pp |
| Annual return | 5.04% | 21.30%-16.3pp | 340.67%-335.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,512 | $1,588-4.8% | $2,682-43.6% | $2,471-38.8% |
| Participant deferral / active EE | $2,630 | $2,693-2.4% | $3,738-29.6% | $3,741-29.7% |
| Admin fee / account holder | $5,473 | $4,185+30.8% | $6,465-15.3% | $5,306+3.1% |