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 | $76,282 | $102,385-25.5% | $147,080-48.1% | $80,935-5.7% |
| Participation rate | 57.6% | 75.9%-18.2pp | 82.2%-24.6pp | 67.7%-10.0pp |
| Annual return | 11.25% | 135.09%-123.8pp | 420.17%-408.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,567 | $3,717-57.8% | $4,933-68.2% | $2,757-43.2% |
| Participant deferral / active EE | $3,638 | $6,651-45.3% | $8,066-54.9% | $4,299-15.4% |
| Admin fee / account holder | $5,987 | $7,951-24.7% | $12,989-53.9% | $6,924-13.5% |