Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,588 | $88,778-48.6% | $81,844-44.3% | $145,884-68.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.15% | 1033.03%-1023.9pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $597 | $3,087-80.6% | $2,916-79.5% | $4,662-87.2% |
| Participant deferral / active EE | $5,201 | $4,648+11.9% | $4,323+20.3% | $6,690-22.3% |
| Admin fee / account holder | $621 | $8,430-92.6% | $7,355-91.6% | $13,392-95.4% |