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 | $50,640 | $57,061-11.3% | $85,063-40.5% | $80,911-37.4% |
| Participation rate | 69.2% | 56.3%+12.9pp | 67.5%+1.7pp | 67.6%+1.6pp |
| Annual return | 8.50% | 21.66%-13.2pp | 66.54%-58.0pp | 35.63%-27.1pp |
| Employer contribution / active EE | $594 | $1,799-67.0% | $2,727-78.2% | $2,756-78.5% |
| Participant deferral / active EE | $2,229 | $3,110-28.3% | $4,523-50.7% | $4,297-48.1% |
| Admin fee / account holder | $29,700 | $4,986+495.6% | $6,155+382.5% | $6,935+328.3% |