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 | $116,647 | $59,440+96.2% | $78,004+49.5% | $82,637+41.2% |
| Participation rate | 22.2% | 62.8%-40.6pp | 69.4%-47.2pp | 68.1%-45.8pp |
| Annual return | 12.27% | 40.24%-28.0pp | 31.07%-18.8pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,204 | $1,750-31.2% | $2,469-51.2% | $2,552-52.8% |
| Participant deferral / active EE | $2,437 | $3,138-22.4% | $4,092-40.5% | $4,126-40.9% |
| Admin fee / account holder | $63,239 | $5,504+1048.9% | $7,578+734.5% | $7,339+761.7% |