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 | $38,854 | $65,712-40.9% | $57,196-32.1% | $273,972-85.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | -4.15% | 22.01%-26.2pp | 14.59%-18.7pp | 41.46%-45.6pp |
| Employer contribution / active EE | $2,550 | $3,280-22.3% | $2,683-5.0% | $4,869-47.6% |
| Participant deferral / active EE | $5,067 | $3,782+34.0% | $3,096+63.7% | $5,287-4.2% |
| Admin fee / account holder | $3,614 | $4,838-25.3% | $3,141+15.1% | $10,133-64.3% |