Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,476 | $81,504+65.0% | $102,437+31.3% | $80,959+66.1% |
| Participation rate | 28.6% | 66.9%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 8.48% | 25.60%-17.1pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,329 | $3,104-57.2% | $3,871-65.7% | $2,757-51.8% |
| Participant deferral / active EE | $2,770 | $3,871-28.4% | $5,060-45.3% | $4,300-35.6% |
| Admin fee / account holder | $2,045 | $6,719-69.6% | $8,388-75.6% | $6,925-70.5% |