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 | $61,358 | $81,208-24.4% | $98,920-38.0% | $79,852-23.2% |
| Participation rate | 48.3% | 72.5%-24.2pp | 76.0%-27.7pp | 69.6%-21.3pp |
| Annual return | 8.24% | 60.99%-52.8pp | 196.47%-188.2pp | 31.72%-23.5pp |
| Employer contribution / active EE | $2,492 | $1,960+27.2% | $2,689-7.3% | $2,471+0.9% |
| Participant deferral / active EE | $5,014 | $3,265+53.6% | $4,245+18.1% | $3,740+34.0% |
| Admin fee / account holder | $18,492 | $6,013+207.5% | $6,643+178.4% | $5,306+248.5% |