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 | $47,160 | $106,918-55.9% | $84,021-43.9% | $152,897-69.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 5.01% | 105.01%-100.0pp | 71.32%-66.3pp | 345.43%-340.4pp |
| Employer contribution / active EE | $487 | $2,735-82.2% | $1,984-75.5% | $4,764-89.8% |
| Participant deferral / active EE | $4,865 | $4,012+21.2% | $3,239+50.2% | $5,851-16.9% |
| Admin fee / account holder | $19,459 | $8,288+134.8% | $6,102+218.9% | $11,599+67.8% |