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 | $50,634 | $88,778-43.0% | $81,844-38.1% | $145,884-65.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 2.20% | 1033.03%-1030.8pp | 778.87%-776.7pp | 551.85%-549.6pp |
| Employer contribution / active EE | $958 | $3,087-69.0% | $2,916-67.1% | $4,662-79.4% |
| Participant deferral / active EE | $1,339 | $4,648-71.2% | $4,323-69.0% | $6,690-80.0% |
| Admin fee / account holder | $309 | $8,430-96.3% | $7,355-95.8% | $13,392-97.7% |