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 | $61,862 | $63,845-3.1% | $81,370-24.0% | $80,959-23.6% |
| Participation rate | 32.5% | 63.9%-31.4pp | 69.5%-37.0pp | 67.7%-35.2pp |
| Annual return | 7.24% | 16.37%-9.1pp | 24.85%-17.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $873 | $1,980-55.9% | $2,464-64.6% | $2,757-68.3% |
| Participant deferral / active EE | $1,642 | $3,093-46.9% | $3,885-57.7% | $4,300-61.8% |
| Admin fee / account holder | $12,584 | $5,688+121.2% | $5,749+118.9% | $6,925+81.7% |