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 | $158,377 | $72,486+118.5% | $87,103+81.8% | $72,976+117.0% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.9%-9.1pp | 69.5%-1.7pp |
| Annual return | 2.52% | 24.46%-21.9pp | 28.19%-25.7pp | 81.02%-78.5pp |
| Employer contribution / active EE | $1,066 | $1,894-43.7% | $2,521-57.7% | $2,440-56.3% |
| Participant deferral / active EE | $2,632 | $3,270-19.5% | $4,049-35.0% | $3,608-27.0% |
| Admin fee / account holder | $7,080 | $5,055+40.1% | $7,491-5.5% | $5,124+38.2% |