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 | $93,552 | $60,442+54.8% | $96,754-3.3% | $87,485+6.9% |
| Participation rate | 51.2% | 58.7%-7.5pp | 70.3%-19.1pp | 68.9%-17.7pp |
| Annual return | 12.40% | 21.97%-9.6pp | 82.04%-69.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,620 | $3,280+10.4% | $4,758-23.9% | $4,274-15.3% |
| Admin fee / account holder | $8,473 | $5,069+67.2% | $8,905-4.8% | $7,775+9.0% |