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 | $224,490 | $102,393+119.2% | $147,041+52.7% | $80,911+177.5% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 11.35% | 134.95%-123.6pp | 419.21%-407.9pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,222 | $3,715+13.6% | $4,935-14.5% | $2,756+53.2% |
| Participant deferral / active EE | $7,459 | $6,647+12.2% | $8,071-7.6% | $4,297+73.6% |
| Admin fee / account holder | $4,201 | $7,943-47.1% | $13,006-67.7% | $6,935-39.4% |