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 | $63,783 | $65,246-2.2% | $98,716-35.4% | $67,986-6.2% |
| Participation rate | 69.2% | 51.4%+17.7pp | 69.3%-0.1pp | 57.2%+12.0pp |
| Annual return | 12.41% | 20.58%-8.2pp | 31.81%-19.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $486 | $1,042-53.4% | $2,279-78.7% | $2,019-75.9% |
| Participant deferral / active EE | $2,957 | $2,594+14.0% | $4,048-26.9% | $3,358-11.9% |
| Admin fee / account holder | $4,996 | $4,561+9.6% | $8,703-42.6% | $3,203+56.0% |