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 | $28,893 | $49,976-42.2% | $66,674-56.7% | $82,637-65.0% |
| Participation rate | 65.4% | 63.1%+2.3pp | 73.7%-8.3pp | 68.1%-2.7pp |
| Annual return | 11.72% | 39.09%-27.4pp | 321.24%-309.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,375 | $1,988-30.9% | $2,620-47.5% | $2,552-46.1% |
| Participant deferral / active EE | $4,201 | $2,847+47.6% | $4,084+2.9% | $4,126+1.8% |
| Admin fee / account holder | $10,755 | $4,594+134.1% | $5,098+111.0% | $7,339+46.5% |