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 | $178,636 | $117,895+51.5% | $102,460+74.3% | $145,897+22.4% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 8.24% | 31.92%-23.7pp | 29.47%-21.2pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,342 | $3,619-62.9% | $3,025-55.6% | $4,663-71.2% |
| Participant deferral / active EE | $4,671 | $5,736-18.6% | $5,056-7.6% | $6,689-30.2% |
| Admin fee / account holder | $8,542 | $13,353-36.0% | $9,460-9.7% | $13,390-36.2% |