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 | $99,474 | $55,423+79.5% | $155,602-36.1% | $74,400+33.7% |
| Participation rate | 38.5% | 61.9%-23.4pp | 78.2%-39.7pp | 67.2%-28.8pp |
| Annual return | 10.83% | 269.07%-258.2pp | 64.81%-54.0pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $1,423 | $2,266-37.2% | $4,675-69.6% | $2,624-45.8% |
| Participant deferral / active EE | $3,919 | $2,835+38.2% | $5,629-30.4% | $4,348-9.9% |
| Admin fee / account holder | $28,478 | $1,744+1532.5% | $15,923+78.8% | $1,944+1365.3% |