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 | $81,316 | $73,459+10.7% | $178,528-54.5% | $74,429+9.3% |
| Participation rate | 30.3% | 66.5%-36.3pp | 77.1%-46.8pp | 67.2%-37.0pp |
| Annual return | 11.36% | 17.50%-6.1pp | 27.11%-15.8pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,896 | $4,515-35.9% | $6,278-53.9% | $4,348-33.4% |
| Admin fee / account holder | $3,077 | $1,812+69.8% | $10,419-70.5% | $1,944+58.3% |