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 | $150,056 | $52,580+185.4% | $71,671+109.4% | $70,126+114.0% |
| Participation rate | 51.7% | 60.9%-9.2pp | 68.7%-17.0pp | 69.5%-17.8pp |
| Annual return | 8.62% | 20.25%-11.6pp | 20.65%-12.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $1,404 | $1,616-13.1% | $2,460-42.9% | $2,343-40.0% |
| Participant deferral / active EE | $3,720 | $2,386+55.9% | $3,438+8.2% | $3,332+11.7% |
| Admin fee / account holder | $11,489 | $3,653+214.5% | $5,558+106.7% | $4,645+147.3% |