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 | $142,731 | $81,504+75.1% | $102,437+39.3% | $80,959+76.3% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 8.38% | 25.60%-17.2pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,484 | $3,104-52.2% | $3,871-61.7% | $2,757-46.2% |
| Participant deferral / active EE | $3,781 | $3,871-2.3% | $5,060-25.3% | $4,300-12.1% |
| Admin fee / account holder | $11,910 | $6,719+77.2% | $8,388+42.0% | $6,925+72.0% |