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 | $158,768 | $117,829+34.7% | $102,423+55.0% | $145,877+8.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.76% | 31.83%-25.1pp | 29.42%-22.7pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,195 | $3,615-39.3% | $3,023-27.4% | $4,663-52.9% |
| Participant deferral / active EE | $4,967 | $5,732-13.4% | $5,054-1.7% | $6,691-25.8% |
| Admin fee / account holder | $4,542 | $13,335-65.9% | $9,455-52.0% | $13,402-66.1% |