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 | $23,583 | $54,541-56.8% | $78,778-70.1% | $70,126-66.4% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 8.80% | 21.07%-12.3pp | 35.62%-26.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $343 | $1,089-68.5% | $1,986-82.7% | $2,343-85.4% |
| Participant deferral / active EE | $1,489 | $2,210-32.6% | $2,958-49.7% | $3,332-55.3% |
| Admin fee / account holder | $1,674 | $3,709-54.9% | $5,134-67.4% | $4,645-64.0% |