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 | $34,431 | $81,358-57.7% | $155,556-77.9% | $80,959-57.5% |
| Participation rate | 49.4% | 66.3%-16.9pp | 78.2%-28.8pp | 67.7%-18.3pp |
| Annual return | 4.09% | 33.39%-29.3pp | 64.84%-60.7pp | 35.67%-31.6pp |
| Employer contribution / active EE | $1,160 | $3,106-62.7% | $4,675-75.2% | $2,757-57.9% |
| Participant deferral / active EE | $1,399 | $3,455-59.5% | $5,631-75.1% | $4,300-67.5% |
| Admin fee / account holder | $6,625 | $7,994-17.1% | $15,885-58.3% | $6,925-4.3% |