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 | $110,421 | $81,457+35.6% | $103,378+6.8% | $80,911+36.5% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 7.90% | 25.58%-17.7pp | 24.91%-17.0pp | 35.63%-27.7pp |
| Employer contribution / active EE | $2,743 | $3,107-11.7% | $3,870-29.1% | $2,756-0.5% |
| Participant deferral / active EE | $6,184 | $3,871+59.8% | $5,058+22.3% | $4,297+43.9% |
| Admin fee / account holder | $6,142 | $6,717-8.6% | $8,401-26.9% | $6,935-11.4% |