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 | $11,382 | $99,921-88.6% | $85,009-86.6% | $145,959-92.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 3.04% | 83.89%-80.8pp | 66.47%-63.4pp | 561.95%-558.9pp |
| Employer contribution / active EE | $2,037 | $3,233-37.0% | $2,728-25.3% | $4,661-56.3% |
| Participant deferral / active EE | $969 | $5,293-81.7% | $4,522-78.6% | $6,689-85.5% |
| Admin fee / account holder | $4,929 | $7,252-32.0% | $6,153-19.9% | $13,398-63.2% |