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 | $73,159 | $48,337+51.4% | $67,560+8.3% | $80,959-9.6% |
| Participation rate | 42.6% | 66.4%-23.9pp | 72.9%-30.4pp | 67.7%-25.1pp |
| Annual return | 10.72% | 18.26%-7.5pp | 3533.50%-3522.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $982 | $2,023-51.5% | $2,737-64.1% | $2,757-64.4% |
| Participant deferral / active EE | $2,670 | $2,928-8.8% | $4,004-33.3% | $4,300-37.9% |
| Admin fee / account holder | $1,284 | $3,695-65.2% | $3,994-67.8% | $6,925-81.5% |