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 | $48,353 | $77,814-37.9% | $158,223-69.4% | $86,983-44.4% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 10.84% | 30.54%-19.7pp | 52.09%-41.2pp | 25.83%-15.0pp |
| Employer contribution / active EE | $288 | $2,592-88.9% | $4,109-93.0% | $2,584-88.9% |
| Participant deferral / active EE | $1,127 | $3,270-65.5% | $5,467-79.4% | $4,194-73.1% |
| Admin fee / account holder | $675 | $5,879-88.5% | $16,047-95.8% | $7,856-91.4% |