Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,989 | $88,672-12.0% | $105,223-25.9% | $82,448-5.4% |
| Participation rate | 43.4% | 67.9%-24.5pp | 75.0%-31.6pp | 68.1%-24.7pp |
| Annual return | 10.72% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,750 | $3,048-42.6% | $3,689-52.6% | $2,551-31.4% |
| Participant deferral / active EE | $4,650 | $4,036+15.2% | $5,072-8.3% | $4,139+12.3% |
| Admin fee / account holder | $40,011 | $7,146+459.9% | $8,859+351.7% | $7,234+453.1% |