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 | $65,602 | $88,754-26.1% | $81,820-19.8% | $145,877-55.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.31% | 1031.77%-1022.5pp | 777.93%-768.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,970 | $3,085-3.7% | $2,915+1.9% | $4,663-36.3% |
| Participant deferral / active EE | $5,654 | $4,648+21.7% | $4,323+30.8% | $6,691-15.5% |
| Admin fee / account holder | $4,480 | $8,424-46.8% | $7,391-39.4% | $13,402-66.6% |