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 | $41,861 | $208,088-79.9% | $186,193-77.5% | $154,746-72.9% |
| Participation rate | 63.6% | 80.0%-16.4pp | 77.1%-13.5pp | 80.7%-17.1pp |
| Annual return | 4.36% | 89.97%-85.6pp | 78.03%-73.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,045 | $4,340-75.9% | $3,918-73.3% | $4,379-76.1% |
| Participant deferral / active EE | $1,969 | $7,078-72.2% | $6,513-69.8% | $6,730-70.7% |
| Admin fee / account holder | $16,545 | $11,698+41.4% | $11,058+49.6% | $14,365+15.2% |