Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,945 | $80,992-30.9% | $96,534-42.0% | $75,173-25.6% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.7pp |
| Annual return | 12.22% | 27.05%-14.8pp | 25.88%-13.7pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,739 | $2,283-23.8% | $2,965-41.3% | $2,671-34.9% |
| Participant deferral / active EE | $3,090 | $3,929-21.4% | $4,851-36.3% | $4,126-25.1% |
| Admin fee / account holder | $9,889 | $6,717+47.2% | $8,253+19.8% | $5,651+75.0% |