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 | $71,876 | $101,795-29.4% | $165,100-56.5% | $80,959-11.2% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.78% | 16.73%-7.0pp | 70.21%-60.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,704 | $2,954-8.4% | $4,348-37.8% | $2,757-1.9% |
| Participant deferral / active EE | $5,765 | $4,476+28.8% | $6,035-4.5% | $4,300+34.0% |
| Admin fee / account holder | $1,579 | $8,221-80.8% | $12,696-87.6% | $6,925-77.2% |