Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,459 | $64,705-56.0% | $62,929-54.8% | $67,986-58.1% |
| Participation rate | 58.7% | 65.6%-6.9pp | 73.1%-14.4pp | 57.2%+1.5pp |
| Annual return | 10.06% | 20.31%-10.3pp | 1063.93%-1053.9pp | 31.67%-21.6pp |
| Employer contribution / active EE | $631 | $2,376-73.5% | $2,505-74.8% | $2,019-68.8% |
| Participant deferral / active EE | $1,059 | $3,198-66.9% | $3,888-72.8% | $3,358-68.5% |
| Admin fee / account holder | $4,960 | $1,428+247.3% | $5,065-2.1% | $3,203+54.8% |