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 | $56,645 | $55,423+2.2% | $155,602-63.6% | $74,400-23.9% |
| Participation rate | 13.2% | 61.9%-48.7pp | 78.2%-65.0pp | 67.2%-54.0pp |
| Annual return | 9.82% | 269.07%-259.2pp | 64.81%-55.0pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $929 | $2,835-67.2% | $5,629-83.5% | $4,348-78.6% |
| Admin fee / account holder | $6,929 | $1,744+297.2% | $15,923-56.5% | $1,944+256.5% |