Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,312 | $57,061+0.4% | $85,063-32.6% | $80,911-29.2% |
| Participation rate | 27.6% | 56.3%-28.8pp | 67.5%-39.9pp | 67.6%-40.1pp |
| Annual return | 4.70% | 21.66%-17.0pp | 66.54%-61.8pp | 35.63%-30.9pp |
| Employer contribution / active EE | $443 | $1,799-75.4% | $2,727-83.8% | $2,756-83.9% |
| Participant deferral / active EE | $2,332 | $3,110-25.0% | $4,523-48.4% | $4,297-45.7% |
| Admin fee / account holder | $4,446 | $4,986-10.8% | $6,155-27.8% | $6,935-35.9% |