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 | $105,447 | $123,478-14.6% | $216,567-51.3% | $94,015+12.2% |
| Participation rate | 50.9% | 75.1%-24.2pp | 81.6%-30.8pp | 70.8%-19.9pp |
| Annual return | 4.99% | 23.61%-18.6pp | 12.94%-8.0pp | 17.84%-12.9pp |
| Employer contribution / active EE | $863 | $3,136-72.5% | $5,216-83.4% | $2,790-69.1% |
| Participant deferral / active EE | $3,114 | $4,556-31.7% | $6,191-49.7% | $4,249-26.7% |
| Admin fee / account holder | $25,269 | $12,753+98.1% | $21,981+15.0% | $8,951+182.3% |