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 | $55,334 | $29,319+88.7% | $52,425+5.5% | $82,448-32.9% |
| Participation rate | 31.3% | 46.9%-15.6pp | 55.6%-24.4pp | 68.1%-36.8pp |
| Annual return | 14.05% | 535.20%-521.1pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $126 | $586-78.5% | $914-86.2% | $2,551-95.0% |
| Participant deferral / active EE | $952 | $1,171-18.7% | $1,790-46.8% | $4,139-77.0% |
| Admin fee / account holder | $3,498 | $1,962+78.3% | $2,495+40.2% | $7,234-51.6% |