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 | $101,587 | $37,428+171.4% | $77,498+31.1% | $79,860+27.2% |
| Participation rate | 62.2% | 41.5%+20.6pp | 54.2%+8.0pp | 69.6%-7.5pp |
| Annual return | 9.03% | 39.71%-30.7pp | 54.79%-45.8pp | 31.72%-22.7pp |
| Employer contribution / active EE | $577 | $637-9.4% | $987-41.5% | $2,471-76.7% |
| Participant deferral / active EE | $1,483 | $1,260+17.7% | $1,861-20.3% | $3,740-60.4% |
| Admin fee / account holder | $22,018 | $2,505+779.1% | $2,858+670.3% | $5,306+314.9% |