Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,674 | $81,358-85.7% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 17.7% | 66.3%-48.5pp | 78.2%-60.5pp | 67.7%-49.9pp |
| Annual return | 10.31% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,082 | $3,455-68.7% | $5,631-80.8% | $4,300-74.8% |
| Admin fee / account holder | $2,376 | $7,994-70.3% | $15,885-85.0% | $6,925-65.7% |