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 | $126,001 | $71,873+75.3% | $86,698+45.3% | $68,490+84.0% |
| Participation rate | 56.0% | 72.2%-16.2pp | 76.6%-20.6pp | 67.9%-11.9pp |
| Annual return | -19.58% | 3.54%-23.1pp | 35.96%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,089 | $2,173-49.9% | $2,837-61.6% | $2,597-58.1% |
| Participant deferral / active EE | $4,342 | $3,779+14.9% | $4,656-6.7% | $4,028+7.8% |
| Admin fee / account holder | $10,161 | $6,110+66.3% | $7,492+35.6% | $5,403+88.1% |