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 | $144,587 | $102,385+41.2% | $147,080-1.7% | $80,935+78.6% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 10.75% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,977 | $3,717-46.8% | $4,933-59.9% | $2,757-28.3% |
| Participant deferral / active EE | $7,053 | $6,651+6.0% | $8,066-12.6% | $4,299+64.0% |
| Admin fee / account holder | $6,764 | $7,951-14.9% | $12,989-47.9% | $6,924-2.3% |