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 | $42,468 | $101,653-58.2% | $147,080-71.1% | $74,459-43.0% |
| Participation rate | 57.8% | 75.6%-17.8pp | 82.2%-24.4pp | 67.2%-9.5pp |
| Annual return | 12.53% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,193 | $3,813-68.7% | $4,933-75.8% | $2,626-54.6% |
| Participant deferral / active EE | $3,491 | $7,304-52.2% | $8,066-56.7% | $4,350-19.7% |
| Admin fee / account holder | $1,118 | $1,752-36.2% | $12,989-91.4% | $1,945-42.5% |