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 | $76,575 | $81,446-6.0% | $103,374-25.9% | $80,874-5.3% |
| Participation rate | 46.3% | 66.9%-20.5pp | 74.5%-28.2pp | 67.6%-21.3pp |
| Annual return | 9.50% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,548 | $3,107-50.2% | $3,869-60.0% | $2,756-43.8% |
| Participant deferral / active EE | $3,169 | $3,870-18.1% | $5,058-37.3% | $4,297-26.3% |
| Admin fee / account holder | $2,504 | $6,715-62.7% | $8,394-70.2% | $6,935-63.9% |