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 | $36,080 | $46,732-22.8% | $156,551-77.0% | $55,167-34.6% |
| Participation rate | 68.6% | 65.8%+2.8pp | 84.0%-15.4pp | 69.0%-0.4pp |
| Annual return | 4.48% | 17.72%-13.2pp | 32.23%-27.7pp | 169.23%-164.8pp |
| Employer contribution / active EE | $575 | $2,105-72.7% | $5,501-89.6% | $1,963-70.7% |
| Participant deferral / active EE | $1,916 | $2,204-13.1% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $1,364 | $418+226.1% | $13,028-89.5% | $504+170.8% |