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 | $116,512 | $72,071+61.7% | $68,368+70.4% | $137,256-15.1% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 9.18% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,223 | $2,788-56.1% | $2,649-53.8% | $4,156-70.6% |
| Participant deferral / active EE | $3,656 | $4,410-17.1% | $4,123-11.3% | $6,407-42.9% |
| Admin fee / account holder | $31,576 | $5,336+491.8% | $5,150+513.1% | $12,270+157.3% |