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 | $38,729 | $88,754-56.4% | $81,820-52.7% | $145,877-73.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.48% | 1031.77%-1026.3pp | 777.93%-772.5pp | 551.28%-545.8pp |
| Employer contribution / active EE | $333 | $3,085-89.2% | $2,915-88.6% | $4,663-92.9% |
| Participant deferral / active EE | $2,660 | $4,648-42.8% | $4,323-38.5% | $6,691-60.2% |
| Admin fee / account holder | $1,599 | $8,424-81.0% | $7,391-78.4% | $13,402-88.1% |