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 | $45,014 | $29,525+52.5% | $56,033-19.7% | $77,736-42.1% |
| Participation rate | 13.5% | 32.7%-19.2pp | 52.5%-39.0pp | 70.6%-57.1pp |
| Annual return | 9.87% | 18.90%-9.0pp | 1711.38%-1701.5pp | 31.26%-21.4pp |
| Employer contribution / active EE | $498 | $569-12.5% | $1,041-52.1% | $2,728-81.7% |
| Participant deferral / active EE | $1,050 | $1,062-1.1% | $1,954-46.3% | $4,651-77.4% |
| Admin fee / account holder | $1,313 | $1,040+26.2% | $2,827-53.6% | $433+203.0% |