Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,231 | $96,678-37.7% | $86,640-30.5% | $139,466-56.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 9.31% | 106.69%-97.4pp | 592.52%-583.2pp | 373.66%-364.4pp |
| Employer contribution / active EE | $2,676 | $3,265-18.1% | $3,024-11.5% | $4,754-43.7% |
| Participant deferral / active EE | $6,349 | $4,837+31.3% | $4,438+43.0% | $6,712-5.4% |
| Admin fee / account holder | $595 | $6,410-90.7% | $5,616-89.4% | $11,409-94.8% |