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 | $13,523 | $37,446-63.9% | $77,552-82.6% | $79,856-83.1% |
| Participation rate | 29.5% | 41.5%-12.0pp | 54.2%-24.6pp | 69.6%-40.1pp |
| Annual return | 7.48% | 39.76%-32.3pp | 54.82%-47.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $260 | $637-59.2% | $987-73.7% | $2,471-89.5% |
| Participant deferral / active EE | $425 | $1,261-66.3% | $1,861-77.1% | $3,741-88.6% |
| Admin fee / account holder | $4,679 | $2,506+86.7% | $2,859+63.6% | $5,306-11.8% |