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 | $48,314 | $47,848+1.0% | $81,473-40.7% | $70,126-31.1% |
| Participation rate | 28.0% | 58.3%-30.3pp | 68.0%-40.0pp | 69.5%-41.5pp |
| Annual return | 11.77% | 27.25%-15.5pp | 38.78%-27.0pp | 73.15%-61.4pp |
| Employer contribution / active EE | $514 | $1,527-66.3% | $2,568-80.0% | $2,343-78.0% |
| Participant deferral / active EE | $1,510 | $2,453-38.5% | $3,537-57.3% | $3,332-54.7% |
| Admin fee / account holder | $6,528 | $3,145+107.6% | $4,561+43.1% | $4,645+40.5% |