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 | $27,556 | $58,726-53.1% | $92,240-70.1% | $62,293-55.8% |
| Participation rate | 62.4% | 68.3%-6.0pp | 76.5%-14.1pp | 69.5%-7.1pp |
| Annual return | 12.50% | 43.62%-31.1pp | 176.29%-163.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,064 | $2,392-55.5% | $3,680-71.1% | $2,042-47.9% |
| Participant deferral / active EE | $1,513 | $2,766-45.3% | $3,897-61.2% | $3,169-52.3% |
| Admin fee / account holder | $1,606 | $556+188.7% | $5,194-69.1% | $479+235.1% |