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 | $42,484 | $69,708-39.1% | $67,560-37.1% | $74,478-43.0% |
| Participation rate | 50.4% | 71.4%-21.0pp | 72.9%-22.5pp | 67.2%-16.8pp |
| Annual return | 10.80% | -40.67%+51.5pp | 3533.50%-3522.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,965 | $3,637-46.0% | $4,004-50.9% | $4,350-54.8% |
| Admin fee / account holder | $5,996 | $887+575.9% | $3,994+50.1% | $1,946+208.2% |