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 | $81,496 | $51,649+57.8% | $124,206-34.4% | $64,097+27.1% |
| Participation rate | 54.8% | 45.2%+9.7pp | 69.6%-14.7pp | 55.2%-0.4pp |
| Annual return | 12.38% | 19.98%-7.6pp | 515.27%-502.9pp | 34.64%-22.3pp |
| Employer contribution / active EE | $1,544 | $1,057+46.1% | $3,540-56.4% | $1,891-18.4% |
| Participant deferral / active EE | $2,755 | $2,165+27.3% | $3,968-30.6% | $3,080-10.5% |
| Admin fee / account holder | $6,411 | $4,237+51.3% | $5,929+8.1% | $3,454+85.6% |