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 | $20,728 | $39,132-47.0% | $57,196-63.8% | $62,881-67.0% |
| Participation rate | 59.3% | 70.5%-11.2pp | 75.3%-16.1pp | 69.3%-10.0pp |
| Annual return | -2.12% | 9.24%-11.4pp | 14.59%-16.7pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,477 | $1,874-21.2% | $2,683-44.9% | $2,281-35.2% |
| Participant deferral / active EE | $3,684 | $2,374+55.2% | $3,096+19.0% | $3,203+15.0% |
| Admin fee / account holder | $7,199 | $2,594+177.5% | $3,141+129.2% | $4,296+67.6% |