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 | $81,566 | $63,346+28.8% | $92,240-11.6% | $70,126+16.3% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 8.74% | 530.19%-521.5pp | 176.29%-167.6pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,727 | $2,471-30.1% | $3,680-53.1% | $2,343-26.3% |
| Participant deferral / active EE | $3,588 | $2,854+25.7% | $3,897-7.9% | $3,332+7.7% |
| Admin fee / account holder | $438 | $3,841-88.6% | $5,194-91.6% | $4,645-90.6% |