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 | $120,536 | $99,053+21.7% | $88,179+36.7% | $138,895-13.2% |
| Participation rate | 59.1% | 74.2%-15.2pp | 69.1%-10.1pp | 79.9%-20.8pp |
| Annual return | 2.86% | 78.17%-75.3pp | 64.97%-62.1pp | 145.39%-142.5pp |
| Employer contribution / active EE | $1,956 | $2,882-32.1% | $2,549-23.3% | $4,194-53.4% |
| Participant deferral / active EE | $4,474 | $5,225-14.4% | $4,614-3.0% | $6,396-30.1% |
| Admin fee / account holder | $3,615 | $8,748-58.7% | $7,673-52.9% | $12,562-71.2% |