Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,149 | $124,346-5.0% | $111,306+6.1% | $167,553-29.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 2.97% | 37.46%-34.5pp | 54.67%-51.7pp | 478.89%-475.9pp |
| Employer contribution / active EE | $4,027 | $3,438+17.1% | $2,732+47.4% | $4,840-16.8% |
| Participant deferral / active EE | $8,293 | $5,182+60.0% | $4,488+84.8% | $6,343+30.7% |
| Admin fee / account holder | $990 | $10,623-90.7% | $7,966-87.6% | $12,316-92.0% |