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 | $207,594 | $172,111+20.6% | $150,298+38.1% | $137,256+51.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 10.59% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,432 | $4,636-69.1% | $4,154-65.5% | $4,156-65.6% |
| Participant deferral / active EE | $10,876 | $6,166+76.4% | $5,453+99.5% | $6,407+69.8% |
| Admin fee / account holder | $160,425 | $16,471+874.0% | $14,116+1036.5% | $12,270+1207.4% |