Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,085 | $73,787-44.3% | $98,716-58.4% | $82,448-50.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 10.30% | 18.57%-8.3pp | 31.81%-21.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,509 | $1,511-0.2% | $2,279-33.8% | $2,551-40.9% |
| Participant deferral / active EE | $3,873 | $3,081+25.7% | $4,048-4.3% | $4,139-6.4% |
| Admin fee / account holder | $9,235 | $6,500+42.1% | $8,703+6.1% | $7,234+27.7% |