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 | $47,985 | $60,349-20.5% | $74,184-35.3% | $62,881-23.7% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 4.57% | 21.38%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $802 | $1,680-52.3% | $2,370-66.2% | $2,281-64.9% |
| Participant deferral / active EE | $2,136 | $2,856-25.2% | $3,550-39.8% | $3,203-33.3% |
| Admin fee / account holder | $2,580 | $4,261-39.4% | $5,586-53.8% | $4,296-39.9% |