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 | $36,604 | $56,063-34.7% | $76,051-51.9% | $80,911-54.8% |
| Participation rate | 24.0% | 62.0%-38.0pp | 69.1%-45.1pp | 67.6%-43.6pp |
| Annual return | 9.02% | 20.54%-11.5pp | 360.42%-351.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,273 | $3,052-58.3% | $4,257-70.1% | $4,297-70.4% |
| Admin fee / account holder | $6,600 | $5,240+25.9% | $6,416+2.9% | $6,935-4.8% |