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 | $37,316 | $123,155-69.7% | $108,753-65.7% | $155,188-76.0% |
| Participation rate | 54.5% | 75.6%-21.1pp | 71.1%-16.5pp | 80.8%-26.3pp |
| Annual return | 4.42% | 44.73%-40.3pp | 37.47%-33.1pp | 148.84%-144.4pp |
| Employer contribution / active EE | $893 | $2,811-68.2% | $2,427-63.2% | $4,248-79.0% |
| Participant deferral / active EE | $3,624 | $4,623-21.6% | $4,115-11.9% | $6,531-44.5% |
| Admin fee / account holder | $2,973 | $12,126-75.5% | $10,320-71.2% | $14,480-79.5% |