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 | $65,373 | $144,130-54.6% | $117,861-44.5% | $147,586-55.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 4.44% | 531.20%-526.8pp | 335.11%-330.7pp | 578.59%-574.2pp |
| Employer contribution / active EE | $2,128 | $4,897-56.5% | $3,786-43.8% | $4,876-56.4% |
| Participant deferral / active EE | $4,092 | $5,316-23.0% | $4,482-8.7% | $5,439-24.8% |
| Admin fee / account holder | $33,333 | $10,887+206.2% | $8,021+315.6% | $10,886+206.2% |