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 | $117,525 | $73,787+59.3% | $98,716+19.1% | $82,448+42.5% |
| Participation rate | 29.4% | 61.4%-32.0pp | 69.3%-39.9pp | 68.1%-38.7pp |
| Annual return | 12.02% | 18.57%-6.6pp | 31.81%-19.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $471 | $1,511-68.8% | $2,279-79.3% | $2,551-81.5% |
| Participant deferral / active EE | $2,185 | $3,081-29.1% | $4,048-46.0% | $4,139-47.2% |
| Admin fee / account holder | $17,319 | $6,500+166.4% | $8,703+99.0% | $7,234+139.4% |