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 | $117,904+34.7% | $102,457+55.0% | $145,978+8.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.76% | 31.80%-25.0pp | 29.41%-22.6pp | 550.52%-543.8pp |
| Employer contribution / active EE | $2,195 | $3,613-39.3% | $3,022-27.4% | $4,662-52.9% |
| Participant deferral / active EE | $4,967 | $5,733-13.4% | $5,054-1.7% | $6,690-25.8% |
| Admin fee / account holder | $4,542 | $13,329-65.9% | $9,451-51.9% | $13,400-66.1% |