Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,362 | $90,530-78.6% | $76,030-74.5% | $145,897-86.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 2.56% | 625.08%-622.5pp | 361.54%-359.0pp | 552.29%-549.7pp |
| Employer contribution / active EE | $1,054 | $3,319-68.3% | $2,688-60.8% | $4,663-77.4% |
| Participant deferral / active EE | $1,317 | $5,164-74.5% | $4,257-69.1% | $6,689-80.3% |
| Admin fee / account holder | $1,200 | $8,383-85.7% | $6,421-81.3% | $13,390-91.0% |