Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,341 | $58,275-66.8% | $81,844-76.4% | $80,935-76.1% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 9.57% | 41.82%-32.2pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $604 | $2,346-74.3% | $2,916-79.3% | $2,757-78.1% |
| Participant deferral / active EE | $1,325 | $3,285-59.7% | $4,323-69.4% | $4,299-69.2% |
| Admin fee / account holder | $7,121 | $4,749+50.0% | $7,355-3.2% | $6,924+2.8% |