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 | $82,692 | $79,894+3.5% | $135,792-39.1% | $82,637+0.1% |
| Participation rate | 46.2% | 63.0%-16.8pp | 72.6%-26.4pp | 68.1%-21.9pp |
| Annual return | 6.85% | 17.20%-10.3pp | 25.96%-19.1pp | 53.51%-46.7pp |
| Employer contribution / active EE | $1,175 | $2,165-45.7% | $3,496-66.4% | $2,552-53.9% |
| Participant deferral / active EE | $2,401 | $3,194-24.8% | $4,759-49.5% | $4,126-41.8% |
| Admin fee / account holder | $22,411 | $6,434+248.3% | $12,266+82.7% | $7,339+205.4% |