Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,010 | $64,359-54.9% | $90,161-67.8% | $70,126-58.6% |
| Participation rate | 69.2% | 70.4%-1.2pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 9.13% | 28.13%-19.0pp | 34.89%-25.8pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,277 | $4,389-25.3% | $5,287-38.0% | $3,332-1.6% |
| Admin fee / account holder | $318 | $3,945-91.9% | $5,943-94.6% | $4,645-93.2% |