Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,780 | $81,262-57.2% | $155,602-77.6% | $80,911-57.0% |
| Participation rate | 31.4% | 66.2%-34.8pp | 78.2%-46.8pp | 67.6%-36.2pp |
| Annual return | 6.75% | 33.34%-26.6pp | 64.81%-58.1pp | 35.63%-28.9pp |
| Employer contribution / active EE | $562 | $3,102-81.9% | $4,675-88.0% | $2,756-79.6% |
| Participant deferral / active EE | $1,558 | $3,451-54.9% | $5,629-72.3% | $4,297-63.7% |
| Admin fee / account holder | $15,821 | $7,992+98.0% | $15,923-0.6% | $6,935+128.1% |