Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,378 | $64,501-1.7% | $108,753-41.7% | $65,306-3.0% |
| Participation rate | 42.4% | 50.8%-8.4pp | 71.1%-28.7pp | 57.7%-15.3pp |
| Annual return | 7.52% | 21.09%-13.6pp | 37.47%-29.9pp | 21.94%-14.4pp |
| Employer contribution / active EE | $142 | $1,069-86.7% | $2,427-94.1% | $1,967-92.8% |
| Participant deferral / active EE | $2,747 | $2,401+14.4% | $4,115-33.2% | $2,959-7.2% |
| Admin fee / account holder | $40,283 | $4,971+710.3% | $10,320+290.4% | $3,480+1057.6% |