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 | $64,000 | $73,978-13.5% | $96,515-33.7% | $75,173-14.9% |
| Participation rate | 27.3% | 66.4%-39.2pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 13.10% | 26.72%-13.6pp | 35.73%-22.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,376 | $2,931-53.0% | $3,740-63.2% | $2,671-48.5% |
| Participant deferral / active EE | $2,264 | $3,660-38.2% | $4,880-53.6% | $4,126-45.1% |
| Admin fee / account holder | $3,761 | $5,219-27.9% | $6,735-44.2% | $5,651-33.4% |