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 | $104,394 | $28,624+264.7% | $53,647+94.6% | $82,637+26.3% |
| Participation rate | 10.5% | 47.3%-36.7pp | 56.3%-45.8pp | 68.1%-57.5pp |
| Annual return | 13.47% | 664.98%-651.5pp | 358.33%-344.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $589 | $637-7.6% | $962-38.8% | $2,552-76.9% |
| Participant deferral / active EE | $1,135 | $1,196-5.1% | $1,813-37.4% | $4,126-72.5% |
| Admin fee / account holder | $71,942 | $2,022+3458.5% | $2,460+2824.5% | $7,339+880.3% |