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 | $180,237 | $97,550+84.8% | $120,344+49.8% | $87,485+106.0% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.7%-19.9pp | 68.9%-12.1pp |
| Annual return | 9.32% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,070 | $2,291-53.3% | $3,020-64.6% | $2,596-58.8% |
| Participant deferral / active EE | $4,087 | $4,230-3.4% | $5,135-20.4% | $4,274-4.4% |
| Admin fee / account holder | $35,228 | $9,543+269.2% | $12,742+176.5% | $7,775+353.1% |