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 | $73,451 | $81,446-9.8% | $103,374-28.9% | $80,874-9.2% |
| Participation rate | 67.6% | 66.9%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 10.02% | 25.57%-15.5pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,546 | $3,107-50.2% | $3,869-60.0% | $2,756-43.9% |
| Participant deferral / active EE | $5,475 | $3,870+41.5% | $5,058+8.3% | $4,297+27.4% |
| Admin fee / account holder | $2,617 | $6,715-61.0% | $8,394-68.8% | $6,935-62.3% |