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 | $80,267 | $72,492+10.7% | $87,104-7.8% | $72,975+10.0% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 10.94% | 24.46%-13.5pp | 28.19%-17.2pp | 81.01%-70.1pp |
| Employer contribution / active EE | $2,817 | $1,894+48.7% | $2,521+11.7% | $2,440+15.4% |
| Participant deferral / active EE | $3,718 | $3,270+13.7% | $4,048-8.2% | $3,608+3.1% |
| Admin fee / account holder | $547 | $5,055-89.2% | $7,491-92.7% | $5,124-89.3% |