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 | $44,864 | $101,672-55.9% | $147,117-69.5% | $74,478-39.8% |
| Participation rate | 58.0% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.2pp |
| Annual return | 11.68% | 8757.83%-8746.1pp | 420.54%-408.9pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $3,894 | $3,813+2.1% | $4,932-21.1% | $2,626+48.3% |
| Participant deferral / active EE | $3,719 | $7,305-49.1% | $8,065-53.9% | $4,350-14.5% |
| Admin fee / account holder | $10,351 | $1,753+490.4% | $12,993-20.3% | $1,946+432.0% |