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 | $34,889 | $64,311-45.8% | $57,356-39.2% | $125,389-72.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 75.1%-11.4pp | 83.2%-19.6pp |
| Annual return | -3.27% | 25.14%-28.4pp | 24.41%-27.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $499 | $3,193-84.4% | $2,689-81.4% | $4,866-89.7% |
| Participant deferral / active EE | $1,944 | $3,846-49.5% | $3,162-38.5% | $5,352-63.7% |
| Admin fee / account holder | $10,821 | $5,243+106.4% | $3,357+222.3% | $9,541+13.4% |