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 | $32,046 | $53,127-39.7% | $86,587-63.0% | $70,131-54.3% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 8.72% | 27.66%-18.9pp | 964.86%-956.1pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,028 | $2,068-50.3% | $2,839-63.8% | $2,342-56.1% |
| Participant deferral / active EE | $1,520 | $2,696-43.6% | $3,609-57.9% | $3,332-54.4% |
| Admin fee / account holder | $3,727 | $3,585+3.9% | $4,906-24.0% | $4,645-19.8% |