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 | $20,246 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 9.12% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,198 | $4,636-74.2% | $4,154-71.2% | $4,156-71.2% |
| Participant deferral / active EE | $4,124 | $6,166-33.1% | $5,453-24.4% | $6,407-35.6% |
| Admin fee / account holder | $9,250 | $16,471-43.8% | $14,116-34.5% | $12,270-24.6% |