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 | $24,250 | $88,702-72.7% | $81,780-70.3% | $145,978-83.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 5.76% | 1029.12%-1023.4pp | 776.27%-770.5pp | 550.52%-544.8pp |
| Employer contribution / active EE | $628 | $3,084-79.6% | $2,914-78.5% | $4,662-86.5% |
| Participant deferral / active EE | $1,106 | $4,645-76.2% | $4,321-74.4% | $6,690-83.5% |
| Admin fee / account holder | $15,649 | $8,414+86.0% | $7,384+111.9% | $13,400+16.8% |