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 | $24,504 | $58,895-58.4% | $178,503-86.3% | $73,497-66.7% |
| Participation rate | 64.2% | 66.2%-2.1pp | 81.9%-17.8pp | 70.7%-6.5pp |
| Annual return | 2.37% | 24.86%-22.5pp | 151.12%-148.7pp | 28.51%-26.1pp |
| Employer contribution / active EE | $807 | $2,236-63.9% | $5,011-83.9% | $2,270-64.4% |
| Participant deferral / active EE | $1,313 | $2,567-48.8% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $6,278 | $400+1468.1% | $13,987-55.1% | $513+1123.7% |