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 | $108,013 | $58,234+85.5% | $81,783+32.1% | $80,874+33.6% |
| Participation rate | 69.4% | 63.4%+5.9pp | 72.4%-3.0pp | 67.6%+1.7pp |
| Annual return | 10.33% | 41.70%-31.4pp | 775.05%-764.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,405 | $2,341+2.7% | $2,913-17.4% | $2,756-12.7% |
| Participant deferral / active EE | $4,772 | $3,283+45.4% | $4,320+10.4% | $4,297+11.1% |
| Admin fee / account holder | $7,704 | $4,982+54.7% | $7,380+4.4% | $6,935+11.1% |