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 | $143,732 | $56,431+154.7% | $130,788+9.9% | $87,485+64.3% |
| Participation rate | 55.2% | 58.9%-3.8pp | 70.1%-14.9pp | 68.9%-13.8pp |
| Annual return | 9.83% | 91.27%-81.4pp | 386.44%-376.6pp | 26.06%-16.2pp |
| Employer contribution / active EE | $3,448 | $1,549+122.6% | $3,558-3.1% | $2,596+32.8% |
| Participant deferral / active EE | $3,135 | $2,749+14.0% | $4,137-24.2% | $4,274-26.6% |
| Admin fee / account holder | $42,187 | $4,433+851.7% | $6,673+532.2% | $7,775+442.6% |