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 | $41,431 | $72,071-42.5% | $68,368-39.4% | $137,256-69.8% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.0%-32.1pp |
| Annual return | 8.05% | 353.14%-345.1pp | 292.57%-284.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $498 | $2,788-82.1% | $2,649-81.2% | $4,156-88.0% |
| Participant deferral / active EE | $3,071 | $4,410-30.4% | $4,123-25.5% | $6,407-52.1% |
| Admin fee / account holder | $25,249 | $5,336+373.2% | $5,150+390.3% | $12,270+105.8% |