Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,960 | $30,423+11.6% | $56,025-39.4% | $74,478-54.4% |
| Participation rate | 23.4% | 32.9%-9.5pp | 52.5%-29.1pp | 67.2%-43.8pp |
| Annual return | 10.58% | 24.97%-14.4pp | 1712.69%-1702.1pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $530 | $610-13.1% | $1,042-49.1% | $2,626-79.8% |
| Participant deferral / active EE | $910 | $1,176-22.6% | $1,955-53.4% | $4,350-79.1% |
| Admin fee / account holder | $1,920 | $2,363-18.8% | $2,828-32.1% | $1,946-1.3% |