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 | $45,810 | $56,054-18.3% | $171,082-73.2% | $62,881-27.1% |
| Participation rate | 68.2% | 62.9%+5.3pp | 76.7%-8.5pp | 69.3%-1.1pp |
| Annual return | 4.53% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $599 | $1,731-65.4% | $4,002-85.0% | $2,281-73.7% |
| Participant deferral / active EE | $1,949 | $3,158-38.3% | $4,797-59.4% | $3,203-39.1% |
| Admin fee / account holder | $1,729 | $3,647-52.6% | $8,520-79.7% | $4,296-59.8% |