Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,660 | $155,555-74.5% | $146,866-73.0% | $155,188-74.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 3.59% | 115.41%-111.8pp | 102.85%-99.3pp | 148.84%-145.2pp |
| Employer contribution / active EE | $6,280 | $4,647+35.1% | $4,425+41.9% | $4,248+47.8% |
| Participant deferral / active EE | $8,537 | $8,044+6.1% | $7,759+10.0% | $6,531+30.7% |
| Admin fee / account holder | $5,283 | $14,755-64.2% | $13,620-61.2% | $14,480-63.5% |