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 | $46,741 | $182,442-74.4% | $163,379-71.4% | $138,895-66.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 4.91% | 72.74%-67.8pp | 63.41%-58.5pp | 145.39%-140.5pp |
| Employer contribution / active EE | $660 | $4,159-84.1% | $3,752-82.4% | $4,194-84.3% |
| Participant deferral / active EE | $3,508 | $6,817-48.5% | $6,282-44.2% | $6,396-45.2% |
| Admin fee / account holder | $806 | $10,396-92.2% | $9,818-91.8% | $12,562-93.6% |