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 | $142,549 | $65,555+117.4% | $86,216+65.3% | $75,173+89.6% |
| Participation rate | 52.5% | 60.5%-8.0pp | 69.0%-16.5pp | 67.2%-14.7pp |
| Annual return | 9.76% | 46.07%-36.3pp | 1169.42%-1159.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $4,481 | $1,553+188.5% | $2,382+88.2% | $2,671+67.8% |
| Participant deferral / active EE | $4,629 | $3,023+53.1% | $3,986+16.1% | $4,126+12.2% |
| Admin fee / account holder | $11,368 | $5,469+107.9% | $6,853+65.9% | $5,651+101.2% |