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 | $58,335 | $107,421-45.7% | $182,262-68.0% | $94,015-38.0% |
| Participation rate | 56.7% | 77.8%-21.1pp | 84.2%-27.5pp | 70.8%-14.2pp |
| Annual return | 12.26% | 21.32%-9.1pp | 140.60%-128.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,061 | $3,448-40.2% | $5,046-59.2% | $2,790-26.1% |
| Participant deferral / active EE | $4,451 | $6,558-32.1% | $8,276-46.2% | $4,249+4.7% |
| Admin fee / account holder | $2,351 | $8,692-73.0% | $16,712-85.9% | $8,951-73.7% |