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 | $52,498 | $79,449-33.9% | $189,597-72.3% | $85,851-38.9% |
| Participation rate | 67.6% | 66.0%+1.7pp | 78.4%-10.8pp | 69.3%-1.7pp |
| Annual return | 10.53% | 18.45%-7.9pp | 64.20%-53.7pp | 318.63%-308.1pp |
| Employer contribution / active EE | $1,956 | $2,081-6.0% | $4,412-55.7% | $2,565-23.8% |
| Participant deferral / active EE | $3,377 | $4,051-16.6% | $6,174-45.3% | $3,952-14.6% |
| Admin fee / account holder | $7,119 | $5,377+32.4% | $9,807-27.4% | $6,261+13.7% |