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 | $77,849 | $63,346+22.9% | $92,239-15.6% | $70,124+11.0% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.7pp |
| Annual return | 11.46% | 530.19%-518.7pp | 176.29%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $525 | $2,471-78.8% | $3,680-85.7% | $2,342-77.6% |
| Participant deferral / active EE | $2,463 | $2,854-13.7% | $3,897-36.8% | $3,332-26.1% |
| Admin fee / account holder | $9,721 | $3,841+153.1% | $5,194+87.1% | $4,645+109.2% |