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 | $90,352 | $100,938-10.5% | $90,461-0.1% | $158,982-43.2% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.7%-10.8pp | 82.0%-20.1pp |
| Annual return | 1.03% | 1727.20%-1726.2pp | 1294.76%-1293.7pp | 302.99%-302.0pp |
| Employer contribution / active EE | $1,213 | $3,691-67.1% | $3,264-62.8% | $4,763-74.5% |
| Participant deferral / active EE | $1,737 | $4,350-60.1% | $3,964-56.2% | $5,983-71.0% |
| Admin fee / account holder | $1,794 | $6,510-72.4% | $5,617-68.1% | $11,252-84.1% |