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 | $52,946 | $52,678+0.5% | $75,784-30.1% | $59,633-11.2% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.8%-23.0pp | 68.7%-15.8pp |
| Annual return | -4.36% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,709 | $2,193-22.1% | $3,323-48.6% | $2,203-22.4% |
| Participant deferral / active EE | $3,258 | $2,591+25.7% | $3,652-10.8% | $3,192+2.1% |
| Admin fee / account holder | $365 | $3,610-89.9% | $5,300-93.1% | $4,297-91.5% |