Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,032 | $55,713-1.2% | $75,901-27.5% | $72,975-24.6% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.3%-21.0pp | 69.5%-21.2pp |
| Annual return | 11.01% | 27.60%-16.6pp | 30.76%-19.7pp | 81.01%-70.0pp |
| Employer contribution / active EE | $1,523 | $1,687-9.7% | $2,501-39.1% | $2,440-37.6% |
| Participant deferral / active EE | $3,549 | $2,634+34.7% | $3,603-1.5% | $3,608-1.6% |
| Admin fee / account holder | $1,246 | $3,980-68.7% | $5,420-77.0% | $5,124-75.7% |