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 | $32,696 | $85,024-61.5% | $70,544-53.7% | $139,466-76.6% |
| Participation rate | 56.3% | 73.9%-17.7pp | 68.4%-12.1pp | 80.3%-24.1pp |
| Annual return | 9.97% | 30.39%-20.4pp | 32.79%-22.8pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,279 | $3,912-67.3% | $2,976-57.0% | $4,754-73.1% |
| Participant deferral / active EE | $1,577 | $5,891-73.2% | $4,568-65.5% | $6,712-76.5% |
| Admin fee / account holder | $7,215 | $8,928-19.2% | $6,427+12.3% | $11,409-36.8% |