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 | $68,188 | $70,684-3.5% | $169,390-59.7% | $75,173-9.3% |
| Participation rate | 46.2% | 64.8%-18.6pp | 77.2%-31.0pp | 67.2%-21.0pp |
| Annual return | 13.22% | 36.38%-23.2pp | 406.07%-392.8pp | 160.72%-147.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,672 | $4,310-38.0% | $6,222-57.1% | $4,126-35.2% |
| Admin fee / account holder | $3,578 | $5,404-33.8% | $9,015-60.3% | $5,651-36.7% |