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 | $111,947 | $106,749+4.9% | $145,433-23.0% | $82,448+35.8% |
| Participation rate | 62.3% | 75.6%-13.4pp | 82.1%-19.8pp | 68.1%-5.8pp |
| Annual return | 13.54% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,250 | $3,444-63.7% | $4,554-72.6% | $2,551-51.0% |
| Participant deferral / active EE | $6,712 | $6,519+3.0% | $7,897-15.0% | $4,139+62.2% |
| Admin fee / account holder | $2,316 | $8,390-72.4% | $13,129-82.4% | $7,234-68.0% |