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 | $23,679 | $76,407-69.0% | $150,298-84.2% | $82,448-71.3% |
| Participation rate | 25.5% | 66.4%-40.9pp | 77.8%-52.3pp | 68.1%-42.6pp |
| Annual return | 11.73% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $769 | $2,614-70.6% | $4,154-81.5% | $2,551-69.8% |
| Participant deferral / active EE | $1,047 | $3,214-67.4% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $1,534 | $6,352-75.9% | $14,116-89.1% | $7,234-78.8% |