Sign up free to preview peer percentile detail
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 | $68,430 | $78,027-12.3% | $178,528-61.7% | $80,925-15.4% |
| Participation rate | 53.6% | 65.7%-12.1pp | 77.1%-23.5pp | 67.7%-14.1pp |
| Annual return | 10.07% | 18.09%-8.0pp | 27.11%-17.0pp | 35.65%-25.6pp |
| Employer contribution / active EE | $922 | $2,281-59.6% | $3,950-76.7% | $2,756-66.5% |
| Participant deferral / active EE | $2,984 | $4,408-32.3% | $6,278-52.5% | $4,299-30.6% |
| Admin fee / account holder | $2,193 | $7,168-69.4% | $10,419-79.0% | $6,940-68.4% |