Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,831 | $106,524-47.6% | $152,301-63.3% | $87,485-36.2% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.4%-52.4pp | 68.9%-38.9pp |
| Annual return | 8.04% | 26.89%-18.8pp | 80.50%-72.5pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,947 | $6,525-39.5% | $8,004-50.7% | $4,274-7.6% |
| Admin fee / account holder | $13,078 | $8,287+57.8% | $14,398-9.2% | $7,775+68.2% |