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 | $158,030 | $106,749+48.0% | $145,433+8.7% | $82,448+91.7% |
| Participation rate | 53.1% | 75.6%-22.5pp | 82.1%-29.0pp | 68.1%-14.9pp |
| Annual return | 6.38% | 27.59%-21.2pp | 66.58%-60.2pp | 41.64%-35.3pp |
| Employer contribution / active EE | $3,562 | $3,444+3.4% | $4,554-21.8% | $2,551+39.6% |
| Participant deferral / active EE | $6,835 | $6,519+4.9% | $7,897-13.4% | $4,139+65.1% |
| Admin fee / account holder | $696 | $8,390-91.7% | $13,129-94.7% | $7,234-90.4% |