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 | $50,375 | $78,670-36.0% | $109,173-53.9% | $85,847-41.3% |
| Participation rate | 21.7% | 68.3%-46.5pp | 75.9%-54.1pp | 69.3%-47.6pp |
| Annual return | 9.64% | 25.09%-15.5pp | 25.75%-16.1pp | 318.61%-309.0pp |
| Employer contribution / active EE | $702 | $2,734-74.3% | $3,723-81.2% | $2,565-72.6% |
| Participant deferral / active EE | $1,563 | $3,467-54.9% | $4,654-66.4% | $3,952-60.5% |
| Admin fee / account holder | $35,816 | $5,469+554.8% | $6,755+430.2% | $6,261+472.1% |