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 | $33,047 | $91,559-63.9% | $133,971-75.3% | $79,852-58.6% |
| Participation rate | 68.3% | 73.3%-5.1pp | 79.8%-11.5pp | 69.6%-1.3pp |
| Annual return | 6.56% | 61.85%-55.3pp | 45.09%-38.5pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,560 | $2,384-34.6% | $3,919-60.2% | $2,471-36.9% |
| Participant deferral / active EE | $2,411 | $3,734-35.4% | $5,047-52.2% | $3,740-35.5% |
| Admin fee / account holder | $15,761 | $6,321+149.3% | $8,929+76.5% | $5,306+197.0% |