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 | $208,388 | $78,015+167.1% | $178,505+16.7% | $80,959+157.4% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.7%-10.8pp |
| Annual return | 8.88% | 18.10%-9.2pp | 27.16%-18.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,056 | $2,281-53.7% | $3,955-73.3% | $2,757-61.7% |
| Participant deferral / active EE | $4,521 | $4,406+2.6% | $6,280-28.0% | $4,300+5.1% |
| Admin fee / account holder | $5,862 | $7,160-18.1% | $10,428-43.8% | $6,925-15.4% |