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 | $86,596 | $63,703+35.9% | $93,063-6.9% | $82,448+5.0% |
| Participation rate | 36.9% | 63.8%-26.9pp | 72.1%-35.2pp | 68.1%-31.1pp |
| Annual return | 12.42% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $385 | $1,729-77.7% | $2,476-84.4% | $2,551-84.9% |
| Participant deferral / active EE | $1,087 | $2,919-62.8% | $3,958-72.5% | $4,139-73.7% |
| Admin fee / account holder | $6,672 | $5,982+11.5% | $6,033+10.6% | $7,234-7.8% |