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 | $63,551 | $73,421-13.4% | $66,439-4.3% | $155,188-59.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 5.61% | 1382.37%-1376.8pp | 757.66%-752.1pp | 148.84%-143.2pp |
| Employer contribution / active EE | $5,207 | $3,039+71.4% | $2,637+97.5% | $4,248+22.6% |
| Participant deferral / active EE | $15,654 | $4,680+234.5% | $3,876+303.9% | $6,531+139.7% |
| Admin fee / account holder | $370,292 | $8,856+4081.4% | $6,173+5898.1% | $14,480+2457.3% |