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 | $76,573 | $73,787+3.8% | $98,716-22.4% | $82,448-7.1% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.3%-14.5pp | 68.1%-13.2pp |
| Annual return | 4.56% | 18.57%-14.0pp | 31.81%-27.3pp | 41.64%-37.1pp |
| Employer contribution / active EE | $1,239 | $1,511-18.0% | $2,279-45.6% | $2,551-51.4% |
| Participant deferral / active EE | $3,354 | $3,081+8.8% | $4,048-17.1% | $4,139-19.0% |
| Admin fee / account holder | $10,218 | $6,500+57.2% | $8,703+17.4% | $7,234+41.2% |