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 | $55,541 | $148,582-62.6% | $135,942-59.1% | $139,456-60.2% |
| Participation rate | 42.1% | 83.9%-41.8pp | 81.9%-39.8pp | 80.3%-38.2pp |
| Annual return | 10.26% | 79.26%-69.0pp | 68.28%-58.0pp | 373.45%-363.2pp |
| Employer contribution / active EE | $1,988 | $5,245-62.1% | $4,858-59.1% | $4,753-58.2% |
| Participant deferral / active EE | $4,070 | $8,101-49.8% | $7,759-47.5% | $6,711-39.4% |
| Admin fee / account holder | $27,792 | $12,402+124.1% | $10,764+158.2% | $11,407+143.6% |