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 | $227,146 | $154,228+47.3% | $145,433+56.2% | $137,256+65.5% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 11.29% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,260 | $4,804-73.8% | $4,554-72.3% | $4,156-69.7% |
| Participant deferral / active EE | $2,850 | $8,216-65.3% | $7,897-63.9% | $6,407-55.5% |
| Admin fee / account holder | $45,877 | $14,344+219.8% | $13,129+249.4% | $12,270+273.9% |