Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,668 | $169,356-80.7% | $129,406-74.8% | $145,897-77.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 6.66% | 14418.62%-14412.0pp | 9468.18%-9461.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $783 | $5,542-85.9% | $4,155-81.2% | $4,663-83.2% |
| Participant deferral / active EE | $821 | $4,987-83.5% | $4,167-80.3% | $6,689-87.7% |
| Admin fee / account holder | $774 | $9,915-92.2% | $7,689-89.9% | $13,390-94.2% |