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 | $137,651 | $57,330+140.1% | $86,656+58.8% | $75,177+83.1% |
| Participation rate | 57.8% | 63.2%-5.4pp | 71.7%-13.9pp | 67.2%-9.4pp |
| Annual return | 12.58% | 2675.40%-2662.8pp | 593.09%-580.5pp | 160.75%-148.2pp |
| Employer contribution / active EE | $2,189 | $2,316-5.5% | $3,025-27.6% | $2,671-18.0% |
| Participant deferral / active EE | $3,026 | $3,320-8.9% | $4,439-31.8% | $4,126-26.7% |
| Admin fee / account holder | $1,733 | $4,115-57.9% | $5,619-69.2% | $5,651-69.3% |