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 | $31,627 | $63,346-50.1% | $92,240-65.7% | $70,126-54.9% |
| Participation rate | 48.7% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.8pp |
| Annual return | 11.88% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,808 | $2,471-26.8% | $3,680-50.9% | $2,343-22.8% |
| Participant deferral / active EE | $3,306 | $2,854+15.9% | $3,897-15.2% | $3,332-0.8% |
| Admin fee / account holder | $7,345 | $3,841+91.2% | $5,194+41.4% | $4,645+58.1% |