Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,694 | $77,574-6.3% | $108,753-33.2% | $86,983-16.4% |
| Participation rate | 37.2% | 62.3%-25.1pp | 71.1%-33.9pp | 69.5%-32.4pp |
| Annual return | 3.26% | 18.42%-15.2pp | 37.47%-34.2pp | 25.83%-22.6pp |
| Employer contribution / active EE | $693 | $1,611-57.0% | $2,427-71.5% | $2,584-73.2% |
| Participant deferral / active EE | $2,349 | $3,128-24.9% | $4,115-42.9% | $4,194-44.0% |
| Admin fee / account holder | $15,986 | $6,529+144.9% | $10,320+54.9% | $7,856+103.5% |