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 | $28,804 | $62,672-54.0% | $185,117-84.4% | $70,126-58.9% |
| Participation rate | 59.5% | 63.8%-4.3pp | 77.3%-17.8pp | 69.5%-10.1pp |
| Annual return | 8.15% | 40.79%-32.6pp | 40.50%-32.3pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,429 | $3,272-25.8% | $5,045-51.9% | $3,332-27.1% |
| Admin fee / account holder | $9,732 | $3,932+147.5% | $8,159+19.3% | $4,645+109.5% |