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 | $56,174 | $172,111-67.4% | $150,298-62.6% | $137,256-59.1% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 4.11% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $1,800 | $4,636-61.2% | $4,154-56.7% | $4,156-56.7% |
| Participant deferral / active EE | $1,927 | $6,166-68.7% | $5,453-64.7% | $6,407-69.9% |
| Admin fee / account holder | $4,824 | $16,471-70.7% | $14,116-65.8% | $12,270-60.7% |