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 | $38,038 | $43,730-13.0% | $66,674-42.9% | $64,097-40.7% |
| Participation rate | 48.1% | 50.7%-2.6pp | 73.7%-25.6pp | 55.2%-7.1pp |
| Annual return | 11.92% | 53.62%-41.7pp | 321.24%-309.3pp | 34.64%-22.7pp |
| Employer contribution / active EE | $875 | $1,673-47.7% | $2,620-66.6% | $1,891-53.7% |
| Participant deferral / active EE | $1,737 | $2,122-18.1% | $4,084-57.5% | $3,080-43.6% |
| Admin fee / account holder | $8,543 | $2,708+215.5% | $5,098+67.6% | $3,454+147.3% |