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 | $106,299 | $142,972-25.7% | $214,702-50.5% | $86,983+22.2% |
| Participation rate | 43.5% | 84.9%-41.4pp | 87.5%-44.0pp | 69.5%-26.1pp |
| Annual return | 11.66% | 18.49%-6.8pp | 54.55%-42.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,136 | $6,568-37.0% | $9,147-54.8% | $4,194-1.4% |
| Admin fee / account holder | $15,188 | $17,617-13.8% | $19,830-23.4% | $7,856+93.3% |