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 | $126,565 | $68,878+83.8% | $120,574+5.0% | $80,935+56.4% |
| Participation rate | 51.6% | 61.7%-10.1pp | 71.9%-20.3pp | 67.7%-16.0pp |
| Annual return | 9.70% | 23.67%-14.0pp | 107.42%-97.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,894 | $2,065-8.3% | $3,471-45.4% | $2,757-31.3% |
| Participant deferral / active EE | $3,493 | $3,189+9.5% | $4,996-30.1% | $4,299-18.8% |
| Admin fee / account holder | $2,092 | $5,782-63.8% | $9,445-77.8% | $6,924-69.8% |