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 | $61,822 | $91,760-32.6% | $156,181-60.4% | $67,986-9.1% |
| Participation rate | 44.6% | 65.0%-20.4pp | 78.8%-34.2pp | 57.2%-12.6pp |
| Annual return | 10.60% | 18.14%-7.5pp | 64.87%-54.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $829 | $2,419-65.7% | $4,294-80.7% | $2,019-58.9% |
| Participant deferral / active EE | $2,509 | $3,960-36.6% | $6,132-59.1% | $3,358-25.3% |
| Admin fee / account holder | $4,252 | $3,949+7.7% | $14,586-70.8% | $3,203+32.7% |