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 | $41,406 | $67,602-38.7% | $82,312-49.7% | $70,126-41.0% |
| Participation rate | 60.5% | 72.8%-12.2pp | 76.9%-16.4pp | 69.5%-9.0pp |
| Annual return | 10.60% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $395 | $1,755-77.5% | $2,428-83.7% | $2,343-83.1% |
| Participant deferral / active EE | $1,581 | $2,987-47.1% | $3,706-57.3% | $3,332-52.5% |
| Admin fee / account holder | $6,478 | $4,512+43.6% | $5,608+15.5% | $4,645+39.5% |