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 | $48,658 | $56,894-14.5% | $84,753-42.6% | $62,881-22.6% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | -0.14% | 6.30%-6.4pp | 22.78%-22.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,407 | $2,709-48.1% | $3,712-62.1% | $3,203-56.1% |
| Admin fee / account holder | $3,839 | $3,581+7.2% | $5,333-28.0% | $4,296-10.6% |