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 | $37,278 | $106,247-64.9% | $96,515-61.4% | $139,466-73.3% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 7.87% | 38.47%-30.6pp | 35.73%-27.9pp | 373.66%-365.8pp |
| Employer contribution / active EE | $1,209 | $4,106-70.6% | $3,740-67.7% | $4,754-74.6% |
| Participant deferral / active EE | $2,072 | $5,456-62.0% | $4,880-57.5% | $6,712-69.1% |
| Admin fee / account holder | $2,224 | $7,885-71.8% | $6,735-67.0% | $11,409-80.5% |