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 | $35,215 | $55,713-36.8% | $75,901-53.6% | $72,975-51.7% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.3%-25.8pp | 69.5%-26.0pp |
| Annual return | 15.37% | 27.60%-12.2pp | 30.76%-15.4pp | 81.01%-65.6pp |
| Employer contribution / active EE | $326 | $1,687-80.6% | $2,501-86.9% | $2,440-86.6% |
| Participant deferral / active EE | $1,837 | $2,634-30.3% | $3,603-49.0% | $3,608-49.1% |
| Admin fee / account holder | $16,796 | $3,980+322.0% | $5,420+209.9% | $5,124+227.8% |