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 | $73,683 | $65,555+12.4% | $86,216-14.5% | $75,173-2.0% |
| Participation rate | 21.2% | 60.5%-39.3pp | 69.0%-47.7pp | 67.2%-46.0pp |
| Annual return | 10.32% | 46.07%-35.8pp | 1169.42%-1159.1pp | 160.72%-150.4pp |
| Employer contribution / active EE | $645 | $1,553-58.5% | $2,382-72.9% | $2,671-75.9% |
| Participant deferral / active EE | $2,017 | $3,023-33.3% | $3,986-49.4% | $4,126-51.1% |
| Admin fee / account holder | $7,137 | $5,469+30.5% | $6,853+4.1% | $5,651+26.3% |