Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,973 | $91,439-63.9% | $135,974-75.8% | $71,511-53.9% |
| Participation rate | 46.5% | 75.7%-29.1pp | 81.9%-35.4pp | 67.9%-21.4pp |
| Annual return | 15.86% | 29.90%-14.0pp | 68.30%-52.4pp | 28.86%-13.0pp |
| Employer contribution / active EE | $1,795 | $3,705-51.6% | $4,859-63.1% | $2,589-30.7% |
| Participant deferral / active EE | $5,175 | $7,093-27.0% | $7,760-33.3% | $4,291+20.6% |
| Admin fee / account holder | $15,004 | $1,267+1084.6% | $10,767+39.4% | $1,588+844.6% |