Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,603 | $97,550-39.9% | $120,344-51.3% | $87,485-33.0% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.7%-7.3pp | 68.9%+0.5pp |
| Annual return | 10.97% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.1pp |
| Employer contribution / active EE | $933 | $2,291-59.3% | $3,020-69.1% | $2,596-64.1% |
| Participant deferral / active EE | $4,430 | $4,230+4.7% | $5,135-13.7% | $4,274+3.6% |
| Admin fee / account holder | $5,718 | $9,543-40.1% | $12,742-55.1% | $7,775-26.4% |