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 | $50,891 | $65,555-22.4% | $86,216-41.0% | $75,173-32.3% |
| Participation rate | 41.0% | 60.5%-19.5pp | 69.0%-27.9pp | 67.2%-26.2pp |
| Annual return | 7.15% | 46.07%-38.9pp | 1169.42%-1162.3pp | 160.72%-153.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,893 | $3,023-37.4% | $3,986-52.5% | $4,126-54.1% |
| Admin fee / account holder | $1,248 | $5,469-77.2% | $6,853-81.8% | $5,651-77.9% |