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 | $71,790 | $81,504-11.9% | $102,437-29.9% | $80,959-11.3% |
| Participation rate | 35.5% | 66.9%-31.4pp | 74.5%-39.0pp | 67.7%-32.2pp |
| Annual return | 8.96% | 25.60%-16.6pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,379 | $3,104-55.6% | $3,871-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $3,012 | $3,871-22.2% | $5,060-40.5% | $4,300-30.0% |
| Admin fee / account holder | $722 | $6,719-89.3% | $8,388-91.4% | $6,925-89.6% |