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 | $198,252 | $80,985+144.8% | $96,576+105.3% | $75,181+163.7% |
| Participation rate | 39.3% | 71.8%-32.5pp | 76.0%-36.7pp | 67.2%-27.9pp |
| Annual return | 10.97% | 27.05%-16.1pp | 25.87%-14.9pp | 160.69%-149.7pp |
| Employer contribution / active EE | $2,448 | $2,282+7.3% | $2,965-17.4% | $2,671-8.3% |
| Participant deferral / active EE | $4,193 | $3,929+6.7% | $4,851-13.6% | $4,126+1.6% |
| Admin fee / account holder | $4,535 | $6,719-32.5% | $8,253-45.0% | $5,650-19.7% |