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 | $74,432 | $63,703+16.8% | $93,063-20.0% | $82,448-9.7% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 9.62% | -775.43%+785.1pp | 34.15%-24.5pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,890 | $1,729+9.4% | $2,476-23.7% | $2,551-25.9% |
| Participant deferral / active EE | $4,025 | $2,919+37.9% | $3,958+1.7% | $4,139-2.8% |
| Admin fee / account holder | $4,297 | $5,982-28.2% | $6,033-28.8% | $7,234-40.6% |