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 | $31,859 | $108,911-70.7% | $100,392-68.3% | $145,884-78.2% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 9.44% | 58.23%-48.8pp | 49.45%-40.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,277 | $8,459-37.6% | $8,090-34.8% | $6,690-21.1% |
| Admin fee / account holder | $1,166 | $9,698-88.0% | $7,904-85.2% | $13,392-91.3% |