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 | $38,525 | $106,524-63.8% | $152,301-74.7% | $87,485-56.0% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.4%-19.5pp | 68.9%-6.0pp |
| Annual return | 13.56% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,321 | $3,371-60.8% | $4,624-71.4% | $2,596-49.1% |
| Participant deferral / active EE | $2,801 | $6,525-57.1% | $8,004-65.0% | $4,274-34.5% |
| Admin fee / account holder | $10,684 | $8,287+28.9% | $14,398-25.8% | $7,775+37.4% |