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 | $140,947 | $96,731+45.7% | $123,973+13.7% | $86,983+62.0% |
| Participation rate | 45.7% | 70.0%-24.3pp | 76.7%-30.9pp | 69.5%-23.8pp |
| Annual return | 10.16% | 17.33%-7.2pp | 388.13%-378.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $1,349 | $3,297-59.1% | $4,126-67.3% | $2,584-47.8% |
| Participant deferral / active EE | $3,106 | $4,152-25.2% | $5,247-40.8% | $4,194-25.9% |
| Admin fee / account holder | $23,986 | $8,722+175.0% | $11,799+103.3% | $7,856+205.3% |