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 | $26,813 | $58,311-54.0% | $81,882-67.3% | $80,959-66.9% |
| Participation rate | 45.0% | 63.5%-18.5pp | 72.4%-27.4pp | 67.7%-22.7pp |
| Annual return | 8.96% | 41.85%-32.9pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,115 | $2,347-52.5% | $2,916-61.8% | $2,757-59.6% |
| Participant deferral / active EE | $2,677 | $3,287-18.6% | $4,323-38.1% | $4,300-37.8% |
| Admin fee / account holder | $4,324 | $4,752-9.0% | $7,360-41.2% | $6,925-37.6% |