Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,656 | $48,337+21.3% | $67,560-13.2% | $80,959-27.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 72.9%-6.3pp | 67.7%-1.0pp |
| Annual return | 10.35% | 18.26%-7.9pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $554 | $2,023-72.6% | $2,737-79.8% | $2,757-79.9% |
| Participant deferral / active EE | $5,048 | $2,928+72.4% | $4,004+26.1% | $4,300+17.4% |
| Admin fee / account holder | $26,907 | $3,695+628.1% | $3,994+573.7% | $6,925+288.5% |