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 | $58,990 | $81,476-27.6% | $102,383-42.4% | $80,925-27.1% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 10.20% | 25.59%-15.4pp | 24.94%-14.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,602 | $3,105-48.4% | $3,870-58.6% | $2,756-41.9% |
| Participant deferral / active EE | $1,939 | $3,871-49.9% | $5,060-61.7% | $4,299-54.9% |
| Admin fee / account holder | $4,102 | $6,717-38.9% | $8,391-51.1% | $6,940-40.9% |