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 | $150,819 | $124,425+21.2% | $112,040+34.6% | $137,256+9.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 6.84% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,356 | $3,411-60.3% | $2,954-54.1% | $4,156-67.4% |
| Participant deferral / active EE | $5,029 | $5,718-12.1% | $5,098-1.4% | $6,407-21.5% |
| Admin fee / account holder | $375,988 | $15,207+2372.5% | $12,098+3007.8% | $12,270+2964.3% |