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 | $45,507 | $107,353-57.6% | $92,903-51.0% | $152,885-70.2% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.3pp |
| Annual return | 0.26% | 145.62%-145.4pp | 109.43%-109.2pp | 345.39%-345.1pp |
| Employer contribution / active EE | $1,640 | $4,222-61.2% | $3,653-55.1% | $4,763-65.6% |
| Participant deferral / active EE | $2,608 | $4,848-46.2% | $4,238-38.5% | $5,851-55.4% |
| Admin fee / account holder | $474 | $7,081-93.3% | $5,795-91.8% | $11,598-95.9% |