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 | $117,898 | $115,225+2.3% | $100,712+17.1% | $138,895-15.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 5.66% | 40.35%-34.7pp | 33.27%-27.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,181 | $2,771-21.3% | $2,313-5.7% | $4,194-48.0% |
| Participant deferral / active EE | $1,209 | $4,699-74.3% | $4,085-70.4% | $6,396-81.1% |
| Admin fee / account holder | $115,492 | $10,844+965.0% | $9,256+1147.7% | $12,562+819.4% |