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 | $84,765 | $65,555+29.3% | $86,216-1.7% | $75,173+12.8% |
| Participation rate | 58.6% | 60.5%-1.9pp | 69.0%-10.3pp | 67.2%-8.6pp |
| Annual return | 10.04% | 46.07%-36.0pp | 1169.42%-1159.4pp | 160.72%-150.7pp |
| Employer contribution / active EE | $1,594 | $1,553+2.6% | $2,382-33.0% | $2,671-40.3% |
| Participant deferral / active EE | $4,111 | $3,023+36.0% | $3,986+3.1% | $4,126-0.4% |
| Admin fee / account holder | $40,223 | $5,469+635.5% | $6,853+486.9% | $5,651+611.8% |