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 | $108,214 | $124,980-13.4% | $108,359-0.1% | $154,746-30.1% |
| Participation rate | 63.2% | 75.2%-12.0pp | 70.1%-7.0pp | 80.7%-17.5pp |
| Annual return | 8.07% | 45.00%-36.9pp | 36.89%-28.8pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,502 | $2,851-47.3% | $2,399-37.4% | $4,379-65.7% |
| Participant deferral / active EE | $7,832 | $4,743+65.1% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $4,805 | $11,502-58.2% | $9,741-50.7% | $14,365-66.5% |