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 | $131,433 | $70,366+86.8% | $66,674+97.1% | $138,895-5.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 5.42% | 386.41%-381.0pp | 321.24%-315.8pp | 145.39%-140.0pp |
| Employer contribution / active EE | $4,514 | $2,765+63.3% | $2,620+72.3% | $4,194+7.6% |
| Participant deferral / active EE | $7,045 | $4,374+61.1% | $4,084+72.5% | $6,396+10.1% |
| Admin fee / account holder | $88,365 | $5,262+1579.1% | $5,098+1633.3% | $12,562+603.4% |