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 | $50,545 | $41,377+22.2% | $109,313-53.8% | $62,881-19.6% |
| Participation rate | 54.4% | 57.5%-3.2pp | 71.3%-16.9pp | 69.3%-14.9pp |
| Annual return | 3.60% | 11.05%-7.4pp | 22.07%-18.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $3,239 | $1,276+153.8% | $3,892-16.8% | $2,281+42.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,826 | $2,884-36.7% | $5,666-67.8% | $4,296-57.5% |