Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $187,114 | $117,829+58.8% | $102,423+82.7% | $145,877+28.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 0.16% | 31.83%-31.7pp | 29.42%-29.3pp | 551.28%-551.1pp |
| Employer contribution / active EE | $1,200 | $3,615-66.8% | $3,023-60.3% | $4,663-74.3% |
| Participant deferral / active EE | $4,500 | $5,732-21.5% | $5,054-11.0% | $6,691-32.7% |
| Admin fee / account holder | $504 | $13,335-96.2% | $9,455-94.7% | $13,402-96.2% |