Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,374 | $69,273+10.3% | $90,796-15.9% | $82,637-7.6% |
| Participation rate | 61.0% | 64.0%-3.1pp | 69.5%-8.5pp | 68.1%-7.1pp |
| Annual return | 7.14% | 18.37%-11.2pp | 19.29%-12.2pp | 53.51%-46.4pp |
| Employer contribution / active EE | $753 | $1,865-59.7% | $2,294-67.2% | $2,552-70.5% |
| Participant deferral / active EE | $2,056 | $3,047-32.5% | $3,822-46.2% | $4,126-50.2% |
| Admin fee / account holder | $13,856 | $5,511+151.4% | $7,024+97.3% | $7,339+88.8% |