Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,431 | $108,825-50.9% | $156,181-65.8% | $82,448-35.2% |
| Participation rate | 45.3% | 72.4%-27.1pp | 78.8%-33.5pp | 68.1%-22.8pp |
| Annual return | 5.14% | 20.59%-15.5pp | 64.87%-59.7pp | 41.64%-36.5pp |
| Employer contribution / active EE | $1,802 | $2,870-37.2% | $4,294-58.0% | $2,551-29.3% |
| Participant deferral / active EE | $2,749 | $4,577-39.9% | $6,132-55.2% | $4,139-33.6% |
| Admin fee / account holder | $3,866 | $9,341-58.6% | $14,586-73.5% | $7,234-46.6% |