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 | $184,822 | $165,351+11.8% | $149,710+23.5% | $158,931+16.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 5.34% | 348.19%-342.8pp | 276.63%-271.3pp | 302.86%-297.5pp |
| Employer contribution / active EE | $1,284 | $5,103-74.8% | $4,645-72.4% | $4,761-73.0% |
| Participant deferral / active EE | $3,998 | $7,181-44.3% | $6,842-41.6% | $5,982-33.2% |
| Admin fee / account holder | $71,035 | $10,807+557.3% | $9,309+663.1% | $11,247+531.6% |