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 | $43,554 | $84,236-48.3% | $170,435-74.4% | $70,126-37.9% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 0.64% | 23.06%-22.4pp | 205.94%-205.3pp | 73.15%-72.5pp |
| Employer contribution / active EE | $394 | $3,387-88.4% | $5,432-92.8% | $2,343-83.2% |
| Participant deferral / active EE | $2,934 | $3,086-4.9% | $4,939-40.6% | $3,332-11.9% |
| Admin fee / account holder | $19,445 | $5,698+241.2% | $13,881+40.1% | $4,645+318.6% |