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 | $74,720 | $55,457+34.7% | $77,361-3.4% | $94,015-20.5% |
| Participation rate | 43.2% | 69.8%-26.6pp | 75.0%-31.8pp | 70.8%-27.6pp |
| Annual return | 10.05% | 15.57%-5.5pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $618 | $2,255-72.6% | $2,990-79.3% | $2,790-77.9% |
| Participant deferral / active EE | $2,253 | $3,069-26.6% | $3,911-42.4% | $4,249-47.0% |
| Admin fee / account holder | $1,816 | $4,334-58.1% | $5,894-69.2% | $8,951-79.7% |