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 | $94,296 | $47,848+97.1% | $81,473+15.7% | $70,126+34.5% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 6.37% | 27.25%-20.9pp | 38.78%-32.4pp | 73.15%-66.8pp |
| Employer contribution / active EE | $590 | $1,527-61.4% | $2,568-77.0% | $2,343-74.8% |
| Participant deferral / active EE | $1,635 | $2,453-33.3% | $3,537-53.8% | $3,332-50.9% |
| Admin fee / account holder | $1,007 | $3,145-68.0% | $4,561-77.9% | $4,645-78.3% |