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 | $53,760 | $60,352-10.9% | $74,185-27.5% | $62,881-14.5% |
| Participation rate | 41.7% | 72.7%-31.1pp | 76.6%-35.0pp | 69.3%-27.6pp |
| Annual return | -2.61% | 21.37%-24.0pp | 17.74%-20.3pp | 20.14%-22.8pp |
| Employer contribution / active EE | $607 | $1,680-63.9% | $2,370-74.4% | $2,281-73.4% |
| Participant deferral / active EE | $2,335 | $2,856-18.2% | $3,550-34.2% | $3,203-27.1% |
| Admin fee / account holder | $1,233 | $4,261-71.1% | $5,586-77.9% | $4,296-71.3% |