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 | $116,576 | $88,815+31.3% | $81,882+42.4% | $145,897-20.1% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 8.61% | 1033.75%-1025.1pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,715 | $3,086-44.4% | $2,916-41.2% | $4,663-63.2% |
| Participant deferral / active EE | $2,781 | $4,647-40.2% | $4,323-35.7% | $6,689-58.4% |
| Admin fee / account holder | $1,312 | $8,434-84.4% | $7,360-82.2% | $13,390-90.2% |