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 | $22,582 | $64,324-64.9% | $118,946-81.0% | $79,852-71.7% |
| Participation rate | 58.1% | 64.9%-6.7pp | 75.4%-17.3pp | 69.6%-11.5pp |
| Annual return | 7.63% | 86.45%-78.8pp | 35.89%-28.3pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,041 | $1,836-43.3% | $3,263-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,657 | $2,824-41.3% | $4,266-61.2% | $3,740-55.7% |
| Admin fee / account holder | $4,842 | $4,040+19.8% | $6,581-26.4% | $5,306-8.8% |