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 | $73,310 | $43,496+68.5% | $161,489-54.6% | $64,340+13.9% |
| Participation rate | 33.9% | 53.5%-19.6pp | 78.7%-44.8pp | 55.2%-21.3pp |
| Annual return | 10.01% | 20.76%-10.7pp | 89.72%-79.7pp | 24.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,403 | $1,996-29.7% | $5,630-75.1% | $2,980-52.9% |
| Admin fee / account holder | $921 | $2,330-60.5% | $16,006-94.2% | $3,703-75.1% |