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 | $107,903 | $69,774+54.6% | $67,575+59.7% | $74,459+44.9% |
| Participation rate | 59.5% | 71.4%-11.9pp | 72.9%-13.4pp | 67.2%-7.7pp |
| Annual return | 10.04% | -40.53%+50.6pp | 3528.98%-3518.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $2,695 | $2,710-0.6% | $2,736-1.5% | $2,626+2.6% |
| Participant deferral / active EE | $3,701 | $3,636+1.8% | $4,003-7.5% | $4,350-14.9% |
| Admin fee / account holder | $19,096 | $890+2046.2% | $3,993+378.2% | $1,945+881.9% |