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 | $24,140 | $90,400-73.3% | $186,193-87.0% | $87,485-72.4% |
| Participation rate | 66.7% | 66.2%+0.5pp | 77.1%-10.4pp | 68.9%-2.3pp |
| Annual return | 12.37% | 22.15%-9.8pp | 78.03%-65.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,146 | $2,170-47.2% | $3,918-70.7% | $2,596-55.9% |
| Participant deferral / active EE | $1,616 | $4,330-62.7% | $6,513-75.2% | $4,274-62.2% |
| Admin fee / account holder | $4,000 | $8,673-53.9% | $11,058-63.8% | $7,775-48.5% |