Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,090 | $56,423+43.7% | $77,183+5.1% | $71,495+13.4% |
| Participation rate | 54.6% | 64.3%-9.7pp | 69.6%-14.9pp | 67.9%-13.3pp |
| Annual return | 10.22% | 19.05%-8.8pp | 37.89%-27.7pp | 28.85%-18.6pp |
| Employer contribution / active EE | $2,506 | $1,866+34.3% | $2,534-1.1% | $2,589-3.2% |
| Participant deferral / active EE | $3,258 | $3,142+3.7% | $3,833-15.0% | $4,291-24.1% |
| Admin fee / account holder | $9,602 | $1,429+572.0% | $5,475+75.4% | $1,588+504.7% |