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 | $41,689 | $77,814-46.4% | $158,223-73.7% | $86,983-52.1% |
| Participation rate | 64.6% | 68.4%-3.8pp | 79.2%-14.6pp | 69.5%-4.9pp |
| Annual return | 10.87% | 30.54%-19.7pp | 52.09%-41.2pp | 25.83%-15.0pp |
| Employer contribution / active EE | $762 | $2,592-70.6% | $4,109-81.4% | $2,584-70.5% |
| Participant deferral / active EE | $2,129 | $3,270-34.9% | $5,467-61.1% | $4,194-49.2% |
| Admin fee / account holder | $801 | $5,879-86.4% | $16,047-95.0% | $7,856-89.8% |